- Garry Tan on YC's first Spring batch: 12% revenue growth, 110% more young founders, and the last window to start a company before superintelligence
- Kaizen: Using computer use and AI to give any website an API — hotel voice agents and legacy portals are first customers
- Jazzberry: AI agent for bug finding that thrives in the vibe-coding era by cloning PRs into sandboxes
- Cotool: AI agents for cybersecurity ops teams — and Ramp is their first customer
- Clado: AI people search across 200M profiles finds the 25 people in the world who fit any niche query in 30 minutes
- Operative: Lovable meets Retool for internal APIs — web app code generation for enterprise internal tooling
- Matteo Franceschetti on Eight Sleep's F1 cooling gloves, investing in 20 YC companies per batch, and the dearth of consumer hardware
- Throxy: Vertical AI sales agent for manufacturing and distribution — the underserved B2B industries with high ACVs
- Morphik: Open-source multimodal search for AI agents reaches $150M-valued Glean-adjacent market
- Clidey: Automatic technical documentation for codebases — $3K revenue and 30%+ week-on-week growth in first 2.5 weeks
- Cua: Computer use AI agents wrapped in a full OS sandbox — infrastructure play betting 20% of AI agent scenarios will rely on browser/computer tools
- Delian Asparouhov on the YC Demo Day evolution: from 600K seed rounds in 2014 to today's capital-rich environment
- Dave Munichiello of GV on investing across all stages at YC, the GitLab story (passed on Series B, backed it after), and Google as a permanent LP
- Andrew Lee of a16z on the coming AI Pixar, why gaming companies are pivoting from B2B, and consumer entertainment's AI wave
- Chonkie: Open-source document chunking for LLM RAG pipelines — 180K downloads, 200 projects, and LlamaIndex dependency
- Godela: Physics-informed ML model runs CFD simulations 4,500x faster than GPU-accelerated solvers
- Den: AI-native Slack replacement built ground-up for orchestrating thousands of agents alongside human workers
- YouLearn: AI tutor with 200K active students and $75K MRR built in 8 months via social media
- VibeGrade: AI grading in Google Classroom and Canvas — a high school dropout selling to his former teachers
- Blaxel: AWS for AI agents — infrastructure sandboxes for agent workloads, round nearly closed after 7 weeks
- Waffle: AI operating system for SMBs starting with Wix replacement — 700 websites built in 3 weeks with no marketing
- Avallon AI: Fully agentic insurance claims operations — $200K ARR selling to third-party administrators
- text.ai: AI agent in SMS group chats via RCS — restaurant recs, scheduling, and collaborative Ghibli images
- ValueMate: AI real estate appraisal — $124K ARR in 20 days with 3D scanning and computer vision replacing manual inspections
- Bloom: Lovable for native iOS apps — build and share apps via AirDrop using app clips, no App Store required
- MorphoAI: Software tool for building and customizing robots — UK government £2.5M grant, redesigned a robot arm in 2 days
- Prism AI: Agentic observability — agents watch production logs and customer session videos then file issues automatically
- Clarm: Perplexity for internal enterprise search with 45 integrations — 8 customers in 2 weeks, targeting Glean
- Cactus: AI co-pilot for solopreneurs — $300K ARR in 9 weeks, fully oversubscribed round
- Lumari: Custom internal tools for go-to-market teams — $90K ARR replacing point SaaS solutions built by former Stripe and Google employees
- Third Chair: Legal AI agents for media and entertainment IP infringement — $100K ARR, second-time exited YC founders
- QFEX: 24/7 stock exchange for US equities and commodities launching offshore in Bermuda — founded by ex-Tower Research and Citadel quants
- Minerva: AI accounting for small businesses sitting on top of QuickBooks — raising $2M seed, three-quarters complete
- Sim Studio: Open-source Figma-like canvas for building AI agents — 4,000 GitHub stars, DoD among customers