Y Combinator

also referred to as: yc

40 statements across 22 episodes · 11 bullish · 4 bearish · 19 people on the record · first statement Apr 17, 2023 by Mike Katchen · said 332 times in 57 episodes since 2023 · across every show →

Mentions by year

brought up most by Pablo Srugo (117), David Paffenholz (17), Dylan Fox (16), Pablo Palafox (15), Mark Hughes (14), Marty Kausas (11), Immad Akhund (10), Chaz Englander (9)

tap a year for its mentions
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004138252023202420252026episodesmentions per episode
2026 92 mentions in 13 episodes 7 per episode
2025 125 mentions in 21 episodes 6 per episode
2024 110 mentions in 20 episodes 6 per episode
2023 5 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Y Combinator, oldest first

Apr 17, 2023
Disclosure
Y Combinator rejected Wealthsimple's early prototype due to market doubts
“We applied to YC, little known fact about Wealthsimple's history at this stage. Got turned down because they didn't quite believe that anybody wanted what we were trying to build.”
Mike Katchen Apr 17, 2023 ▶ 8:32 Mike Katchen, Co-Founder of Wealthsimple | How to Come up with an Idea that Gets Product Market Fit · PMF Show
Mar 8, 2024 positive
Assertion Not checkable as stated
Srugo: Getting into Y Combinator doubles startup valuations and eases fundraising
“And I've seen time and time again, like these companies get into YC and all of a sudden, like their price went up by two X and like, it's just so much easier for them to raise.”
Pablo Srugo Mar 8, 2024 ▶ 11:00 How to Raise a Round in 2024 w/ Lee Silverstone (3x Founder) · PMF Show
Apr 8, 2024
Assertion Supported
Fox entered YC as a solo founder 30 days past the deadline
“And so I submitted an application to YC for their summer batch. This is like summer of 20 17. And it was 30 days past the deadline. So I was like single founder past the deadline. There's no way I'm going to get in. You know, I was planning to just work on it,…”
Dylan Fox Apr 8, 2024 ▶ 9:30 This solo founder bet on AI 7 years ago. Now he has 5,000 customers & $115M raised. | Dylan, Foun... · PMF Show
Apr 8, 2024 neutral
Assertion Contradicted
AssemblyAI's post-YC seed round was funded entirely by angel investors
“No institutional funds invested. It was only angels that invested”
Dylan Fox Apr 8, 2024 ▶ 15:03 This solo founder bet on AI 7 years ago. Now he has 5,000 customers & $115M raised. | Dylan, Foun... · PMF Show
Apr 8, 2024
What-if
Fox: Post-YC founders should slow down and plan two-year horizons
“I would have advised my, myself to take a longer term view in the first year, especially coming out of YC, like slow down. Now that you're done YC, what do you want to accomplish over the next two years? Like, where do you want to be in two years? And then jus…”
Dylan Fox Apr 8, 2024 ▶ 29:43 This solo founder bet on AI 7 years ago. Now he has 5,000 customers & $115M raised. | Dylan, Foun... · PMF Show
Jun 10, 2024 negative
Insight
Slowe: Early co-founder equity disputes signal a lack of trust
“It's a really bad sign. It's a sign of lack of, it's like, it's actually, that's probably, it's like, it's a sign of like immediate lack of trust. It's like, they don't actually trust each other enough.”
Chris Slowe Jun 10, 2024 ▶ 7:46 Reddit hit 1M users in 1 year. The key was listening to users—& not doing what they said. | Reddi... · PMF Show
Aug 22, 2024 neutral
Assertion Supported
Walker: Y Combinator no longer provides pre-money SAFEs on its website
“YC doesn't even offer the pre money safe on their site anymore.”
Peter Walker Aug 22, 2024 ▶ 11:06 Q2 Early-Stage Venture Report w/ Carta’s Head of Insights: Valuations, Round Sizes, Graduation Ra... · PMF Show
Aug 22, 2024 negative
Opinion
Walker: Post-money SAFEs primarily serve investors, not founders
“The switch from pre to post money was not a founder friendly thing. YC sometimes makes it sound as though that was in service of founders, and you can make some case that it is more transparent, it's more certainty, et cetera, but that is primarily in service …”
Peter Walker Aug 22, 2024 ▶ 8:40 Q2 Early-Stage Venture Report w/ Carta’s Head of Insights: Valuations, Round Sizes, Graduation Ra... · PMF Show
Nov 8, 2024 neutral
Assertion Not checkable as stated
Walker: Carta data reflects immediate market adoption when YC alters default SAFEs
“Like literally you can go into our data and find the moment where YC changes what the default is on their website. And it's very obvious in the numbers. What people are using because they're just downloading it from YC.”
Peter Walker Nov 8, 2024 ▶ 29:10 VC funding is not popping back. THIS is the new normal—here's how to adjust. | Peter Walker, Hea... · PMF Show
Dec 19, 2024
Assertion Not checkable as stated
Pylon retained $3.1M of its $3.3M seed funding before raising Series A
“We were already cashflow positive. And so we did not need the money. We weren't thinking about raising money. We were, yeah, we like had spent at this point, we had raised like 3.3 total with like YC's initial check. And we had like 3.1 in the bank.”
Marty Kausas Dec 19, 2024 ▶ 1:01:23 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Dec 19, 2024 positive
Assertion Not checkable as stated
Pylon Reached $120K ARR by End of YC Batch
“In fact, by the end of our YC batch, we were at a 120 K in ARR, and so, like, turns out, like, people were buying Zendesk, they were buying Intercom, and it wasn't working because they did all their support in Slack, and so they literally were, in some cases, …”
Marty Kausas Dec 19, 2024 ▶ 51:08 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Dec 19, 2024
Assertion Supported
Kausas: At least 10 startups in Pylon's YC batch built AI support bots
“So there were at least, like, 10 companies in our batch who were doing just that.”
Marty Kausas Dec 19, 2024 ▶ 41:08 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Dec 19, 2024
Disclosure
Kausas: Pylon founders paid themselves $35K yearly salaries after YC
“After we got into YC, and we'll, we'll get there in a moment like, Advith Robert and I, we started paying ourselves 35 K per year, which is like the minimum salary that you can pay in California.”
Marty Kausas Dec 19, 2024 ▶ 16:36 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Dec 19, 2024 negative
Insight
Accepting introductions from investors who pass on your startup creates negative signal
“The other, like, common mistake I think people make is they will accept intros to investors from other investors, and I learned this from YC, that's, like, a big no-no. So, for example, let's say I talk to an angel investor, and they're like, oh, like, this is…”
Marty Kausas Dec 19, 2024 ▶ 47:01 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Dec 19, 2024
Assertion Supported
Kausas: Pylon raised a $3.2M seed round led by General Catalyst in 6 days
“We end up you know, we end up raising a seed round from general catalyst right before the end of the batch. So, you know, we had like a big LinkedIn post about that where, Hey, we raised our seed round in six days 3.2 million dollars GC led it.”
Marty Kausas Dec 19, 2024 ▶ 42:37 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Dec 19, 2024 negative
Assertion Not checkable as stated
Y Combinator partners told Pylon founders their support idea would never work
“The next day we talked to YC they tell us the idea sucks, but that like, and they also say that they've seen this idea a million times and it never works for anyone.”
Marty Kausas Dec 19, 2024 ▶ 34:39 YC said his idea "would never work". So he lived in his office for months—then raised $17M from a... · PMF Show
Jan 6, 2025 positive
Assertion Supported
Reeves: Gusto raised a $6M seed round in spring 2012
“Like we had a fantastic fundraising moment in that spring where, where we did a six million dollar seed round.”
Josh Reeves Jan 6, 2025 ▶ 25:12 How Gusto’s $10B founder raised $6M, built a team of 5—& hit $5M ARR in just 2 years. | Josh Reev... · PMF Show
Jan 30, 2025
Disclosure
Palafox: HappyRobot pivoted away from computer vision on YC Demo Day
“On demo day, I literally slag Diana, like Diana, we're pivoting. Like demo day, like we have the slides prepared, the presentation prepared, and like we're pivoting, like away completely from this computer vision platform thing that we've built, this auto labe…”
Pablo Palafox Jan 30, 2025 ▶ 37:20 1st time founder completely pivots after YC—then grows 30x in a year to $2.2M ARR. | Pablo Palafo... · PMF Show
Jan 30, 2025 positive
Assertion Supported
HappyRobot raised $15.6M Series A from a16z after YC
“I mean, you went through YC, you raised a 15.6 million dollar series A from A-sixteen”
Pablo Srugo Jan 30, 2025 ▶ 1:34 1st time founder completely pivots after YC—then grows 30x in a year to $2.2M ARR. | Pablo Palafo... · PMF Show
Feb 20, 2025 neutral
Assertion Supported
Amplitude founders pivoted from Android voice app Sonalight into analytics
“They had gone through YC. They were actually doing a text by voice company called Sonalite. And so they were trying to kind of do Siri before Siri's really a thing. And they were doing it for Android. And, you know, I'll go into that story a little bit more, b…”
Jeff Wang Feb 20, 2025 ▶ 5:31 Amplitude is now a $1.5B public company. Here's how they beat competitors with a 10x cheaper prod... · PMF Show
Mar 13, 2025
Assertion Not checkable as stated
Yoo: Suger entered YC Demo Day at $30K ARR and $100K contracted ARR
“We got out of, you know, we went to demo day with 30 K in real ARR, but we had a, we were, we had a hundred K in contracted ARR.”
Jon Yoo Mar 13, 2025 ▶ 19:09 Post-YC, he split with his co-founder—then grew profitably to $2M ARR with just 5 people. | Jon Y... · PMF Show
Mar 13, 2025 neutral
Assertion Not checkable as stated
Yoo: Suger pitched a different idea during its YC interview
“When we actually applied for YC, it wasn't even around marketplaces. It was around usage and so lo and behold, like we show up to the interview and it's a 10 minute, like high pressure interview. And the first thing we see in the interview is just, hey, we're …”
Jon Yoo Mar 13, 2025 ▶ 15:24 Post-YC, he split with his co-founder—then grew profitably to $2M ARR with just 5 people. | Jon Y... · PMF Show
Mar 20, 2025 bullish
Assertion Not publicly verifiable
Srugo: Happy Robot reached $2M ARR in one year after logistics pivot
“Ended up building And AI agents in the logistics space that answers calls from like fright, like basically if you have a truck and you're like trying to pick up loads, you call, but instead of a human answering, now it's their AI agent that answers. And they w…”
Pablo Srugo Mar 20, 2025 ▶ 23:22 How to tell if you have true product-market fit—& what to do if you don't. | Matt Watson, Host of... · PMF Show
Apr 24, 2025 neutral
Assertion Not checkable as stated
Y Combinator initially rejected Tian's first AI image generator idea
“We applied to YC with it, and, like, they weren't a fan. They were, like well, actually, we applied with the idea. And then they were like, how quickly can you build it? And then we built it in a few days but they still didn't accept us. They accepted us later…”
Wesley Tian Apr 24, 2025 ▶ 7:04 1st-time founder grows AI headshot app from $0 to $10M ARR in 2 years—with no funding. | Wesley T... · PMF Show
Apr 24, 2025 positive
Assertion Supported
Tian claims Neo accelerator offers 2x better terms than Y Combinator
“NIO has like around two X better terms and it's like a tighter neck community, so it's like, it's only 20 20 startups per batch versus YC, I think it was like a 200 something.”
Wesley Tian Apr 24, 2025 ▶ 43:25 1st-time founder grows AI headshot app from $0 to $10M ARR in 2 years—with no funding. | Wesley T... · PMF Show
Jun 16, 2025
Disclosure
Dearsley: Michael Seibel Accurately Predicted Team Would Pivot Every Three Months
“Michael Seibel, he was one of our group partners at YC. He told us quite early on, I'm Skeptical that you guys are going to continue doing what you're doing for more than three months if it isn't working after three months. And he was right every single time. …”
Jordan Dearsley Jun 16, 2025 ▶ 5:17 His AI Voice Startup grew to $10M ARR in 1 Year—after 3 Years Stuck at $500K | Jordan Dearsley, F... · PMF Show
Jul 21, 2025 neutral
Disclosure
Mercury wanted to do Y Combinator but the deal fell through
“I kind of wanted to do it for Mercury as well. It didn't work out”
Immad Akhund Jul 21, 2025 ▶ 41:58 How Mercury Hit $500M ARR—then raised $300M from Sequoia at $3.5B. | Immad Akhund, CEO & Founder ... · PMF Show
Jul 21, 2025 positive
Opinion
Akhund: Y Combinator is truly transformational because it invests when others do not
“I mean, there are some things like Y Cominator that like are truly transformational. Like they, you know, they make an investment when other people are not, or like they come up with a model that's different.”
Immad Akhund Jul 21, 2025 ▶ 19:55 How Mercury Hit $500M ARR—then raised $300M from Sequoia at $3.5B. | Immad Akhund, CEO & Founder ... · PMF Show
Sep 8, 2025
Assertion Supported
Phadnis raised $6M for his crypto startup in one month
“And then by the end of the month, we ended up raising six million in total from like Y Combinator and like a bunch of other.”
Sahil Phadnis Sep 8, 2025 ▶ 20:39 TechCrunch called this YC founder a fraud at 18—then he built a $10M ARR fintech. | Sahil Phadnis... · PMF Show
Jan 5, 2026 neutral
Assertion Partly supported
Siqi Chen was Y Combinator's very first dropout
“I was Y Kilometer's very first dropout, and Y Kilometer was not cool.”
Siqi Chen Jan 5, 2026 ▶ 9:55 It took him 4 years to launch—then he hit $1M ARR in 30 days. | Siqi Chen, Founder of Runway · PMF Show
Feb 12, 2026
Assertion Not checkable as stated
Englander: Fat Llama fixed unit economics a year after $12M Series A
“We got on YC, raised a twelve million dollar Series A. Pretty quickly after that, but it took us a good year or so after our series A for the unique economics to add up”
Chaz Englander Feb 12, 2026 ▶ 12:21 How I grew my AI startup to $3M ARR in 3 months. | Chaz Englander, Founder of ModelML · PMF Show
Feb 12, 2026
Disclosure
Englander: Fat Llama raised £1.1M across two rounds before Y Combinator
“I'd say that one of the things that we don't talk about enough was like, you know, between starting and getting on YC, we raised the million pounds and that was like straight scrappiness. I remember we actually raised two rounds, a 100,000 pound round, and the…”
Chaz Englander Feb 12, 2026 ▶ 3:57 How I grew my AI startup to $3M ARR in 3 months. | Chaz Englander, Founder of ModelML · PMF Show
Mar 2, 2026 neutral
Disclosure
Airbyte entered Y Combinator at the pure idea stage without a product
“Getting into YC, we were in an idea phase, which is, we knew what problem space we wanted to address, but we did not really have a solution yet.”
Michel Tricot Mar 2, 2026 ▶ 9:37 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Apr 20, 2026
Assertion Not checkable as stated
180 VCs rejected Bland AI in 2023, doubting phone calls would survive
“The total amount was roughly a 180 investors over three weeks I met with, and I got more or less all of them saying no, and their number one piece of feedback Which was soul crushing was we don't think people will be doing phone calls a year from now. This was…”
Isaiah Granet Apr 20, 2026 ▶ 13:18 180 VCs rejected him—then a $60K billboard got him to $2M ARR in 4 months. | Isaiah Granet, CEO o... · PMF Show
May 7, 2026 positive
Assertion Not checkable as stated
Srugo: Pylon founder Marty used FOMO-engineered intro blurbs from founders
“What Marty from Pylon had in his blurb was he had founders reach out to VCs and say something like, hey, have you met Pylon yet? I know Marty. He's a great founder. They're in YC now. If you haven't met them yet, let me know and I can try to get you in.”
Pablo Srugo May 7, 2026 ▶ 9:44 How to get a VC (like me) to wire you $2M in under 2 weeks · PMF Show
Jun 1, 2026 bullish
Assertion Supported
Hughes: YC internal data proves staying in SF yields higher success rates
“When we graduated from Y Combinator on the last day, they just put up, like, all the data behind, like, companies who stay in SF and companies that leave SF. Even if you go to New York, like, it just, like, the chances of success are just so much higher if you…”
Mark Hughes Jun 1, 2026 ▶ 16:55 He hit $1M ARR by sending 500,000 cold emails—then raised a $25M Series A in 6 days. | Mark Hughe... · PMF Show
Jun 1, 2026 positive
Disclosure
Hughes: SolidRoad Met Series A Investor at SF Irish Meetup
“There's so many other examples of being over here of like meeting our series A investor while we're doing YC at like an Irish meetup event in San Francisco.”
Mark Hughes Jun 1, 2026 ▶ 16:39 He hit $1M ARR by sending 500,000 cold emails—then raised a $25M Series A in 6 days. | Mark Hughe... · PMF Show
Jun 1, 2026 positive
Disclosure
Hughes: SolidRoad hit $1M ARR the night before YC Demo Day
“The night before demo day at YC. That would have been March, 25.”
Mark Hughes Jun 1, 2026 ▶ 41:30 He hit $1M ARR by sending 500,000 cold emails—then raised a $25M Series A in 6 days. | Mark Hughe... · PMF Show
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