Packy McCormick joins MTS to discuss ocean-based data centers, stranded energy assets powering the AI buildout, and the state of tech optimism in 2026.

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Timestamps:
(00:00) Introduction
(00:27) The Evolution of Not Boring and the Second Industrial Revolution
(06:22) Assessing the Soul of Apple and the New CEO Leadership
(08:50) Monitoring the Situation and the Return of 24/7 Live Media
(09:42) The West Coast Coffee Sector and Monetizing Local Culture
(14:48) Tracking AI Eval Updates and the Model Performance Obsession
(18:47) Panalasa and the Future of Floating Data Centers at Sea
(23:21) Shape Rotators vs Word Cells and Geometric Alpha
(33:47) Unlocking Stranded Energy and Energy Abundance Through AI Compute

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Note: This podcast is not investment, legal, or tax advice, and is intended for informational and entertainment purposes only. Hosts and guests may hold positions in the companies and securities discussed; do your own research before acting on anything you hear

Packy McCormick on Ocean Data Centers, Super Hot Geothermal, and Stranded Energy | MTS Live

MTS

Packy McCormick on Ocean Data Centers, Super Hot Geothermal, and Stranded Energy | MTS Live