- Nate Bosshard opens YC Demo Day coverage with early-stage investing outlook
- Reacher builds AI agents for TikTok Shop creator marketing, hits $137K MRR
- Gauss builds personal AI investment analyst for retail investors, charges $19/month
- Perseus Defense builds $10K counter-drone missiles to fill gap between Patriot and short-range systems
- Meteor builds AI-native browser with autonomous agents to automate repetitive web tasks
- Pally unifies all contacts and conversations locally on-device with AI, hits $125K ARR and 22% weekly growth
- mcp-use reaches 7K GitHub stars building open-source MCP infrastructure, eyes Supabase-style monetization
- Slashy automates repetitive workflows via APIs — 40% of YC batch and 30% of demo day VCs are users
- Joshua Browder on why boring vertical AI is the best opportunity beneath foundation model labs
- Effigove brings AI-powered 311 service to cities — live in Florida at $80K ARR, charging $60K per city
- Nox Metals builds tech-enabled metal service centers to re-industrialize U.S. supply chain
- Paige Finn Doherty on early-stage conviction investing and why she wired into Nox Metals this morning
- Orange Slice uses AI to identify which companies in your TAM need your product today — hits $53K MRR
- Fal co-founder on generative media demand surge: startup customers generating billions in combined revenue
- Jack Raines on Slow Ventures' AI thesis: vertical AI is the new vertical SaaS, not AI-for-AI's sake
- Nozomio builds context APIs for coding agents — 25% of current YC batch paying, $11.5K MRR
- Veritus Agent builds AI for consumer lending collections — 4,000 outbound calls and $50K collected in first month
- The Prompting Company helps products get mentioned in ChatGPT using shadow sites — lands Nvidia as customer, hits $300K
- Theo Browne on Ping Labs, building creator tools after Twitch and a viral YouTube channel
- Embedder builds AI coding agents for firmware — 100 paying users and 500K lines of code changed in 3 weeks
- GV partner Elena Sakach on fintech investing: $2.8B fund, seed investments in Robinhood, Plaid, Gusto, and Ramp
- Kalinda builds deep research AI for class action law firms — $60K revenue in 4 months, targeting world's first AI law firm
- Kernel builds fast cloud browsers for AI agents — 200K browsers spun up, 1,000% revenue growth month-over-month
- Riff is cursor for music production — AI-native DAW hits 400 DAUs with songs already on Spotify
- Freya builds voice AI for regulated European enterprises — 8 paid pilots converting to $24K MRR in 4 weeks
- Casey Caruso on Topology Ventures: $75M fund backed by Marc Andreessen, betting on neurotech and technical founders