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John McCormick Profile
John McCormick

@tamarackglobal

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774
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1,092
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Techno - Industrialist

CT, LA
Joined January 2011
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@tamarackglobal
John McCormick
7 months
@KTmBoyle This trend is striking in affluent towns. I live in a town now where no kids work out the local stores, restaurants et al. Go a couple of towns over and the contrast is strong, and it’s only compounding. A real sense of community is lost and a true sense of entitlement is born.
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@tamarackglobal
John McCormick
3 years
@patrick_oshag Operational Focus: “When art critics get together they talk about style, trend and meaning. When painters get together, they talk about where you can get the best turpentine.” Picasso
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@tamarackglobal
John McCormick
2 years
@Altimor @faraz_r_khan Ask anyone in 3PL or wharehouses in general and cheap labor is not plentiful. There’s massive shortage with 100% turnover - no one wants those jobs. It’s a > 1T opportunity.
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@tamarackglobal
John McCormick
10 years
@Bourdain late arrival to #PartsUnknown - blown away by the depth of subject and content. Awesome.
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@tamarackglobal
John McCormick
5 years
@TuurDemeester @wolfejosh But he believed mans relationship was between him and god, not via the church. Direct to consumer 😇
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@tamarackglobal
John McCormick
6 years
@AriannaSimpson @zachweinberg The real message here: founders, do your homework on the process each Investor has as much as you can and cater to it. Everyone is different but they like their process and view it as the “right one”. One firms brownie points is another’s demerit.
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@tamarackglobal
John McCormick
5 years
@eriktorenberg “Branding yourself is not the road to success. Instead do something great, and let everyone else brand you. Then continue to grow so they have to brand you again. Until eventually your brand is simply that you’re you.” @neilstrauss
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@tamarackglobal
John McCormick
5 months
So happy to support this incredible company - @JCBtaiche10 @KingJamieLee @austinbishop @tamarackglobal
@packyM
Packy McCormick
5 months
Fuse Energy is monetizing radiation at Q<1 to fund its path to Q>1. Nuclear deterrence --> limitless energy. I wrote 14k words on Fuse, from fusion basics to the nuclear triad to SpaceX. Here it is in one page:
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@tamarackglobal
John McCormick
6 years
@ReformedBroker The science and data is clear about the trauma this creates, we are damaging these kids. There’s no reason for it. As Jeb said, it’s an act of love coming here. Who are we?!
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@tamarackglobal
John McCormick
7 years
I’ve never met a strong person with an easy past - Atticus
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@tamarackglobal
John McCormick
6 years
@spcohn @hblodget We’ve had a 70% marginal tax rate for most of our tax history - 1913+. It gradually decreased in the mid 80’s. Even then those were off a much lower base then 10m. Argument makes 0 sense and has no sense of history.
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@tamarackglobal
John McCormick
7 years
@patrick_oshag Ben Horowitz - don’t get enough of him vs @pmarca - who would be epic too.
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@tamarackglobal
John McCormick
4 years
@Jason Commercial fleets have different missions and needs then consumer. Economics to scale from 1 charging station to 50 is non linear with infrastructure needs. This is a tight, cost effective solution to get a fleet on the road. Not really about consumer - but NIO interesting.
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@tamarackglobal
John McCormick
5 years
@m2jr Eames chair
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@tamarackglobal
John McCormick
6 years
@patrick_oshag @brettmaloley @onepeloton has been a game changer for me. The ease of access & good product has created a new baseline for my fitness. When I first heard about it many years ago as an investor it felt like such a short, but as a user now I get it. Props to those who saw it. @MarcoDeMeireles
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@tamarackglobal
John McCormick
9 years
http://t.co/7hXdbamium #dataviva @MacroMIT - incredible open source data tool
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@tamarackglobal
John McCormick
6 years
Always feel like the center of the information universe when visiting @dataminr @pbb @TedBailey
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@tamarackglobal
John McCormick
2 years
@packyM This one hit me at the perfect time and articulated a path I was on but in some ways gave me license. @patrick_oshag
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@tamarackglobal
John McCormick
2 years
@tylertringas @lessin The take away is not about what’s a good or bad trait of VC’s, but if you want to execute efficiently and quickly, it’s great advice. Your job isn’t to be a missionary, your job is to raise and build.
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@tamarackglobal
John McCormick
2 years
@patrick_oshag EV adoption
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@tamarackglobal
John McCormick
5 years
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@tamarackglobal
John McCormick
2 years
@pmje73 “Look for what you notice, but no one else sees.” A god.
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@tamarackglobal
John McCormick
9 months
Ditto @lessin
@wolfejosh
Josh Wolfe
9 months
My friend Sam @lessin is Harvard alum, wise, rational, kind with a strong moral compass and a motive force to help an institution he cares deeply about Help spread the word! Elect Sam to the Harvard Board of Overseers
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@tamarackglobal
John McCormick
8 months
@aphysicist One firms nightmare is another’s dream…enter PE Infrastructure Credit funds…
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@tamarackglobal
John McCormick
7 years
@wolfejosh @davealevine “When the going gets weird, the weird go pro.”
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@tamarackglobal
John McCormick
5 years
@tomfgoodwin A story as old as time itself - @profgalloway touches upon this. The “rich” making 2-4m who just increase fixed costs with massive burn and low savings = massive stress. But applies farther down the income curve.
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@tamarackglobal
John McCormick
2 years
@pmje73 @MadThunderdome Software enabled, hardware defined is in a bull market and going to explode soon - climate, defense, manufacturing. Also plays into an onshoring, new capex cycle domestically.
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@tamarackglobal
John McCormick
7 months
@packyM @david_perell @mjmauboussin This rabbit hole has no bottom…you’ve been warned.
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@tamarackglobal
John McCormick
4 years
@DCLBlogger Celebrities and athletes already doing this via their avatar. Bringing their personal brand into the digital / virtual world. @Genies
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@tamarackglobal
John McCormick
6 years
@patrick_oshag @wolfejosh @BrentBeshore The joy this brings me as a recent minivan buyer....can’t let my vanity get in the way of 13B in R&D around the perfect set up for a family of 5....the A-Team stripe will be put on next week.
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@tamarackglobal
John McCormick
10 months
@GavinSBaker I’ll take the under
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@tamarackglobal
John McCormick
6 years
@twobitidiot @nlw Football: area of responsibility - if you don’t block your guy, your teammate behind you gets clobbered.
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@tamarackglobal
John McCormick
9 years
"Now is no time to think of what you do not have. Think of what you can do with what there is." - Ernest Hemingway
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@tamarackglobal
John McCormick
9 months
@thesamparr Toyota land cruiser and there’s no second
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@tamarackglobal
John McCormick
6 years
@wolfejosh “Throw all of your money into the air, whatever god wants he’ll keep - everything else will go to the Church.”
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@tamarackglobal
John McCormick
5 years
@davidu Not an Onion article??
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@tamarackglobal
John McCormick
1 year
@JTLonsdale Loan to own
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@tamarackglobal
John McCormick
5 years
Of all the quotes I came across in ‘19 - this one always comes back to me. “When art critics get together they talk about style, trend and meaning. When painters get together, they talk about where you can get the best turpentine.” Has given birth to a new personal mantra for 20.
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@tamarackglobal
John McCormick
6 years
@patrick_oshag @M_C_Klein Beastie boys book - audio book.
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@tamarackglobal
John McCormick
6 years
@wolfejosh Clint Eastwood ‘Pale Rider’ the preacher
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@tamarackglobal
John McCormick
4 years
@Rick_Zullo And it’s liquid...which can rub both ways. Hard not to sell when up 3x.
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@tamarackglobal
John McCormick
5 months
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@tamarackglobal
John McCormick
7 years
"How you do anything, is how you do everything." @neilstrauss #leadership
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@tamarackglobal
John McCormick
6 years
@JasonHirschhorn Maybe once a month I wonder when they are looking at the video tape and the tape goes white due to heat - why not rewind and see who put the briefcase there??
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@tamarackglobal
John McCormick
2 years
@GeoffLewisOrg Man, that Jared Leto is a talented guy
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@tamarackglobal
John McCormick
6 years
A great way to start the morning! Thanks so much.
@patrick_oshag
Patrick OShaughnessy
6 years
Great first OSAM Outdoors open hike. My favorite way to meet and get to know people. If you’d like to join for a future one email hikes @osam .com
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@tamarackglobal
John McCormick
3 years
@akashrnigam @IzzyPollak @KingODawg_ @BoredApeYC @IzzyPollak Treat yourself, IDK - maybe take the lady to Mexico City.
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@tamarackglobal
John McCormick
6 years
@wolfejosh Nope. Mohawks were a northeast thing and weren’t a horse culture, that was plains Indians.
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@tamarackglobal
John McCormick
4 months
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@tamarackglobal
John McCormick
1 year
@semil OMG - Ty
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@tamarackglobal
John McCormick
4 years
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@tamarackglobal
John McCormick
7 months
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@tamarackglobal
John McCormick
4 months
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@tamarackglobal
John McCormick
6 years
@cyantist Don’t take the bate - he wants to change the narrative back to immigration for the next week.
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@tamarackglobal
John McCormick
5 years
@patrick_oshag Next time that way hit up my boy @PatRyanUC for a tour! Vet / tech entrepreneur & now public servant. Then drinks at Hotel Kinsley.
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@tamarackglobal
John McCormick
6 years
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@tamarackglobal
John McCormick
10 years
@pmarca ie post bubble balance sheet recession. Normal Econ theory tough to apply to impaired balance sheet "trauma".
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@tamarackglobal
John McCormick
5 months
@E_Bruxxx Unfortunately that cuts both ways - software can also very quickly pivot. Endless tales of a pivot to something better in iteration. Harder in hardware (or more capital intensive).
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@tamarackglobal
John McCormick
6 years
@wolfejosh @hunterwalk Great segment with Rick Rubin in beastie boy book about how ‘walk this way’ hook was already used by all the dj’s before Run DMC collaboration.
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@tamarackglobal
John McCormick
10 years
@lhon : De Soto: the capitalist cure for terrorism http://t.co/NTFuQOLgPB cc: corporate guy @pmarca @Claradactyl
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@tamarackglobal
John McCormick
8 months
@adcock_brett Beyond an honor to work with you - 🥰 @KingJamieLee @austinbishop
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@tamarackglobal
John McCormick
5 years
@aweissman Crushing on the content here a bit after zen skaters and High Tea. So have add a scene here:
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@tamarackglobal
John McCormick
4 years
@soonaorlater But the % that think of themselves as contrarian is amazingly high. ESP East coast.
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@tamarackglobal
John McCormick
6 years
@davealevine As a parent, you become wiser. There’s no denying it, as a citizen of the world, investor et al. You deal with so much.
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@tamarackglobal
John McCormick
7 years
"Your current conditions do not reflect your potential, but the quality of goals upon which you are currently focusing."
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@tamarackglobal
John McCormick
6 years
@Claradactyl I’ve always felt pizza was the ultimate salad plate.
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@tamarackglobal
John McCormick
2 years
@adcock_brett My biggest wins have come betting against conventional “wisdom” - or “cocktail party” wisdom.
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@tamarackglobal
John McCormick
11 years
X
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@tamarackglobal
John McCormick
1 year
@patrick_oshag @zebriez LOVE this - have been trying to articulate how my best founders have a ‘taste’ about them…
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@tamarackglobal
John McCormick
9 months
@wolfejosh Knight rider is still a banger…I’d have to add Magnum PI and as a latch key kid I was still rocking Welcome back, Kotter and some others in the afternoon.
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@tamarackglobal
John McCormick
7 years
@naval Lots of people also confuse the economy with markets, Econ could boom with no real asset returns...Econ cycle vs financial cycle.
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@tamarackglobal
John McCormick
6 years
@AliBHamed Highly recommend his bio ‘When I stop talking you’ll know I’m dead”
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@tamarackglobal
John McCormick
9 years
@pmarca @Yale @YaleFES factoid: there's more trees now in the U.S. then 1920.
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@tamarackglobal
John McCormick
4 years
@hunterwalk @micah My mission last few weeks has been getting my 8y son and 6y daughter rocking. They are killing it...so fun.
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@tamarackglobal
John McCormick
6 years
@wolfejosh My son has been saying “knowing is half the battle” yo joe!
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@tamarackglobal
John McCormick
7 years
Constantly amazed by the work out of @sfiscience . The predictors, creators & problem solvers of tomorrow are an interdisciplinary group knee deep in the world of complexity and complex adaptive systems.
@sfiscience
Santa Fe Institute
7 years
When it comes to computation, biology is vastly more efficient than technology. @royalsociety
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@tamarackglobal
John McCormick
2 years
@tferriss The Wraith - 1986
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@tamarackglobal
John McCormick
2 years
@pt @km @paulbz Not a chance - they need to blow up their entire platforms, which by the way are planned out the next 5 years at 3-5B a platform. Tesla improved the traditional OEM by 25%. New entrants will take that to 40% with integrated design and more. >50% of OEM’s today are gone in 10yr
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@tamarackglobal
John McCormick
3 years
@akashrnigam A good lesson that if you owe someone ETH, and don’t have that ETH…you are SHORT ETH.
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@tamarackglobal
John McCormick
4 years
@hunterwalk @micah Oh and streamed Thrashin - the best.
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@tamarackglobal
John McCormick
4 years
@infoarbitrage @dealbook Great thread - I talk about this often but do think we are in a much better place now then 15-20yrs ago. A time that saw a miss allocation of talent into banking et al. We are seeing a bit of an unwind as engineering students actually become engineers! Not structuring CDO’s.
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@tamarackglobal
John McCormick
6 years
@AriannaSimpson Just crushed this in a day - Thank you! @patrick_oshag
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@tamarackglobal
John McCormick
4 years
@Loopifyyy A found some stuff I liked @niftygateway @genies - some smart money kept outbidding me! 🤔
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@tamarackglobal
John McCormick
6 months
@pmarca I’ve now spent enough time in manufacturing that I’m willing to bet on a serious number of unbalanced quarters in the world skewing probabilities a bit….real world vs sim.
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@tamarackglobal
John McCormick
4 years
@jonsakoda @wolfejosh has some thoughts here - a core theme around living in cities, increased surface area for optionality and long serendipity in all walks of life.
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@tamarackglobal
John McCormick
7 months
@DanielSLoeb1 @HandlerRich The best - although @JeffBahl31 gives him a run for his fitness money!
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@tamarackglobal
John McCormick
7 months
@goodalexander @RishiPSingh A rare and good soul that Rishi!
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@tamarackglobal
John McCormick
2 years
@pmje73 Cyber
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@tamarackglobal
John McCormick
9 years
@mcuban @sacca @k12dude "this is pure snow, do you know what the street value of this mountain is?!"
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@tamarackglobal
John McCormick
6 years
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@tamarackglobal
John McCormick
7 years
@FastCompany @DianaBudds where can I get 'Changing Lives, Reimagining Machines' ??
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@tamarackglobal
John McCormick
6 years
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@tamarackglobal
John McCormick
5 years
@DeniseKShull All multi managers have that model, many vig you on the fills too that have central trading.
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