Y Combinator

“YC Demo Day is dead.”

“None of us would look at YC companies are too expensive, but the open pipe one, there's nothing to tip.”

“80% of YC was agentic AI for some SaaS CRM use case.”

“Like I went in there and I'm like, wow, like we're talking 25, 30, 35, 40, like the prices are just still too high. And so part of me is like, you know, if you look at the real estate market, you look at the, even the early stage startup market, like these pri…”

“Now, interestingly, the reason I didn't invest then, which was clearly a mistake, I clearly shouldn't, It's like, you're like, there's a lot of people doing this, and I was really worried that the number one problem was business development.”

“And this is also why, like, I mean, I, you know, I haven't shat on YC in a while. So like, it's probably time for that again. But like, it's like the idea that you go to like some thing and like you customer chat your way by talking to like business people int…”

“The reason that I was at Y Combinator yesterday is because I found a startup four weeks ago that I fa I found it on like the design internet. Like it wasn't even, I didn't even know it was a Y Combinator company and I started using it and I just fell in love w…”

“It turns out that if you look historically, well, almost all YC companies fail. If you index all the things that come through the front door, they've done fine, right? They've done pretty well.”

“Almost everything was AI plus vertical of some, you know, sort of AI plus this vertical. And there were actually three AI fishing startups yesterday, but only one of them had somebody who had grown up in a fishing family”

“Gary Tan, who runs YC, is a response to this, which is, PSA, do not attend SLO's Etiquette School”

“You know, the YC story of all you need is product market fit and move on. I think it's just like a very antiquated story.”

“I mean, what, what's interesting to me now is like their attempts to organize the tech community to fight, fight this more formally. I think Gary Tan at YC has been very vocal about that,”

“The word on the street is something like a third of the, of Y Combinator is open claw already. And they're winter class.”

“That customer discovery, YC style, like blah, blah, blah, is just so wrong for the moment in terms of how to build a business. Because just because like bill in sales has some CRM shim problem, it doesn't matter. Like you can't build it and give it to him and …”

“Now we're at the point where like every company seems reasonable. Because it's all passed through 87 AIs at this point before you see it. And so it's not like the deck, it's like all this stuff seems reasonable.”