Matt Grimm(@mttgrmm):What appears to have happened is that @packyM's Not Boring raised an SPV that we brought into a round a couple years ago. We had spent some time with Packy, gotten to know each other a bit, and he wrote a long deep dive about Anduril and our M&A strategy. Knowing what we know now, we clearly should not have taken an investment from Not Boring. Future founders, be careful! Might not want to trust Packy and his Not Boring entities. Packy, for unclear reasons, sold a slice of his SPV to USVC. USVC owns a slice of Packy's entity. We have no visibility or info about Packy's fees or carry, but we do know that entity has not transacted or transferred any of the shares they bought.

2026.07.02 21:52

What appears to have happened is that @packyM's Not Boring raised an SPV that we brought into a round a couple years ago. We had spent some time with Packy, gotten to know each other a bit, and he wrote a long deep dive about Anduril and our M&A strategy. Knowing what we know now, we clearly should not have taken an investment from Not Boring. Future founders, be careful! Might not want to trust Packy and his Not Boring entities. Packy, for unclear reasons, sold a slice of his SPV to USVC. USVC owns a slice of Packy's entity. We have no visibility or info about Packy's fees or carry, but we do know that entity has not transacted or transferred any of the shares they bought.

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