Y Combinator

2 statements across 2 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Apr 5, 2025 by Benedict Evans · said 10 times in 7 episodes since 2021 · across every show →

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brought up most by Benedict Evans (10)

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2026 1 mention in 1 episode
2025 2 mentions in 2 episodes 1 per episode
2022 5 mentions in 2 episodes 3 per episode
2021 2 mentions in 2 episodes 1 per episode

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Everything said about Y Combinator, oldest first

Apr 5, 2025 neutral
Assertion Partly supported
Evans: 90% of Y Combinator startups build enterprise SaaS AI
“Look at Y Combinator, 90% of the startups are basically doing AI as enterprise SaaS.”
Benedict Evans Apr 5, 2025 ▶ 1:59 Looking for AI strategies
Feb 28, 2026 bearish
Opinion
Evans: OpenAI and Anthropic lack distribution and cannot out-innovate startup ecosystem
“You don't have the existing feature set that Google and Meta and Microsoft and Apple and Amazon and everybody else have where they can add it and Salesforce and, you know, Workday and, you know, Figma and everyone else, some of them, some of which will survive…”
Benedict Evans Feb 28, 2026 ▶ 7:22 The end of the network effect
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