why now
How this channel uses “why now”
In the captured material, why now appears as Packy McCormick's investor shorthand for the question: why is this opportunity newly possible or urgent at this moment? It is part of how he frames his thesis on techno-industrial companies — the stage beyond deep tech where the science already exists and a company integrates it into a product with huge existing demand, delivered better, cheaper, and at higher margins.
What the “why now” differs by
The evidence is explicit that the answer is not one-size-fits-all: “The why now differs per category.” The examples given in the conversation are concrete, category-specific shifts: