Latest Interviews
Showing 1–15 of 276 transcripts.
Clear all filters- Y Combinator30 min
New LLMs Are Unlocking Robot-Use Agents
Francois, Hanmei, Vincent, Jay
Frontier researchers and startups like Waddle Labs are advancing a paradigm shift toward general-purpose "robot use agents" that leverage coding-based policies and cross-modal data to perform complex physical tasks without specialized fine-tuning. By applying the "Bitter Lesson" principle to consolidate diverse datasets, these systems utilize in-context learning and memory consolidation architectures to rapidly adapt to new environments, with current demonstrations successfully executing multi-step manipulation challenges. Industry projections indicate that as latency decreases and internal world representations converge, economically viable, general-purpose robots capable of performing competent human-like tasks will emerge within two years.
- Y Combinator36 min
Startups Are Moving From Bits to Atoms
Recent YC batches have witnessed a hard tech resurgence, with the physical sector share tripling to 20% alongside a historic 1-in-6 PhD founder rate driven by AI acceleration and macroeconomic shifts in defense and space. Concurrently, the software landscape has pivoted toward revenue-generating agentic workflows and solo founders, as AI tools enable single individuals to execute complex full-stack operations and experienced founders to manage autonomous coding teams. These trends collectively signal a fundamental shift where advanced physical intelligence, specialized silicon, and autonomous agents are redefining startup viability and scaling strategies.
- Y Combinator21 min
Paul Graham On Startups, Ambition, and Great Founders
Paul Graham delivered his 47th Y Combinator batch talk, highlighting a shift toward high-seriousness ventures in logistics and cancer research while defining founder ambition through the "formidable" archetype of those who consistently achieve their goals. Graham analyzed the current AI landscape, noting its uneven "jagged frontier" and the economic reality that token costs now eclipse salaries despite rapid price declines. He concluded that Y Combinator's ecosystem remains vital for peer collaboration and that the next trillion-dollar company will emerge not from a specific idea but from formidable founders capable of adapting to shifting market conditions.
- Y Combinator40 min
Michael Kratsios: Inside the White House's AI Strategy
White House OSTP Director Michael Kratos advocates for an AI strategy that prioritizes open-weight models and rejects rigid regulatory thresholds, emphasizing a unified national standard to prevent incumbents from stifling startups. Through the report *A New Golden Age for Science*, the administration proposes shifting federal research funding toward private sector leadership while accelerating scientific breakthroughs via autonomous cloud labs and rapid-grant mechanisms. This approach complements President Trump's executive order on quantum computing and a broader "born free" philosophy that aims to remove barriers for digital technologies while carefully managing specific physical risks.
- Y Combinator42 min
Peter Steinberger: What Happens When 4.7 Million People Let It Cook
Launched in November 2024 by a solo developer to solve personal automation needs, the open-source agent project "OpenClaw" rapidly evolved into a viral community initiative that engaged over 18,000 contributors and achieved 4.7 million weekly downloads by mid-2025. Rather than accepting venture capital or acquisition offers, the founder established a 501(c)(3) non-profit status with Nvidia support to maintain independence while addressing security misconceptions and refining the architecture for multimodal voice interactions. The project's trajectory highlights a strategic shift from proprietary models to open-weight alternatives, ultimately serving as a case study on sustaining developer velocity through personal enjoyment and rigorous community governance.
- Y Combinator42 min
Garry Tan: The Future of AGI Is Personal
The speaker advocates for "Personal AGI," a system of user-owned agents that process vast personal context on private infrastructure to drastically increase output and preserve cognitive independence. Drawing parallels to Baruch Spinoza's rejection of institutional compromise, the talk details how "skill files" and hybrid architectures enable individuals to replace traditional workforces with scalable, compounding digital labor. This shift promises to democratize high-level execution by allowing founders to achieve unprecedented economic leverage while retaining full ownership of their generated knowledge and intellectual tools.
- Y Combinator36 min
The Case For Data Centers In Space
Philip Johnston, Mark Mandelmann
Founded by Philip Johnston in 2024 and backed by a $170 million Series A from Benchmark, StarCloud has emerged as YC's fastest-growing unicorn by pioneering orbital data centers to bypass terrestrial energy constraints. The company successfully launched its first satellite in November 2025, deploying custom-modified GPU hardware and thermal management systems to run AI models like Gemini while utilizing automotive-grade components to mitigate radiation risks. With plans to scale to 88,000 satellites by 2028 and deploy high-bandwidth compute for government and hyperscale customers, StarCloud aims to eventually generate terawatts of processing capacity through partnerships with SpaceX and NVIDIA.
- Y Combinator31 min
Patrick Collison: Is AI Breaking the Lean Startup Playbook?
Patrick Collison shares his journey from dropping out of college twice to launching Stripe, emphasizing the critical role of retaining "cognitive L1 cache" over reliance on AI tools for deep reasoning. He highlights that while new business formation on Stripe has doubled and AI is accelerating revenue milestones, entrepreneurs should remain wary of decentralization fears and instead focus on solving visceral customer problems like legacy payment friction. Collison concludes by advising founders to build fundamental knowledge of first principles and to assess whether their chosen venture is a cause they are willing to pursue for decades.
- Y Combinator32 min
Alexandr Wang: “This is a Once-in-a-Civilization Opportunity”
Alexander Wang discusses his journey from founding Scale AI to leading Meta's Frontier Lab, where he is developing the Muse Spark model to deliver frontier-level AI capabilities at a fraction of the cost. He argues that the immediate future of the industry will be defined by agentic looping and the orchestration of autonomous agents rather than raw model size, predicting a massive expansion in global GDP driven by these technologies. Wang concludes by advising founders to build independent convictions based on first principles while emphasizing that systematic thinking and vision are becoming the scarce resources in an era of abundant computational intelligence.
- Y Combinator39 min
Sam Altman: "Never a Better Time to Do a Startup"
Sam Altman, Paul Graham, Garry Tan
Sam Altman and Y Combinator highlight an exponential shift in startup capabilities where coding agents reduce development time to mere seconds while hard tech representation in the portfolio surges to 25%. The organization positions itself as a decentralizing force to prevent single-entity control of AI power, explicitly rejecting the "live action role play" mindset in favor of heretical, high-conviction building. Altman warns of safety risks regarding surveillance and model concentration but maintains that widespread founder agency and distributed innovation will ultimately prevent economic collapse or catastrophic safety incidents.
- Y Combinator36 min
Boris Cherny: We Cut 80% of Claude Code’s Prompt
The Opus 5 model release demonstrates a 30% score on the ARC AGI benchmark and unprecedented autonomous endurance by eliminating over 80% of legacy system prompts through an empirical ablation methodology. This shift enabled dynamic workflows where thousands of agents autonomously rewrote complex software stacks like the Bunn runtime and Cloud Code desktop app in mere days. Strategic advice for developers emphasizes replacing rigid prompt engineering with context design and verification protocols to leverage these emergent agentic capabilities effectively.
- Y Combinator29 min
What Big Tech Missed And How Startups Can Still Win
Alexandre LeBrun, Zuckerberg, Jan, Alex
Ami Labs is raising approximately one billion euros in seed funding to develop foundational world models that train on sensory data rather than text, addressing the limitations of current large language models for robotics applications. Co-founded by Alex K. and Yann LeCun following their shared history at Meta and various startups, the Paris-based company aims to build general-purpose robots capable of operating safely in open environments by solving the compute bottlenecks and latency issues inherent in existing vision-language-action architectures. While the venture tackles the high capital demands of securing thousands of GPUs and top-tier talent, it operates under a strict strategic constraint where failure to deliver visible progress within two years could render the company unsustainable due to the intense external expectations created by the massive funding round.
- Y Combinator20 min
Why Physical AI Is the Next Platform Shift
Anchored, founded by former quantitative trader Eric Landau, constructs the data layer for physical AI by managing petabytes of multimodal data to power robotics and autonomous systems. After pivoting from healthcare vision to broader industrial applications, the company established a production-ready facility in the Bay Area and refined its sales culture through iterative hiring challenges. With the post-ChatGPT market accelerating demand for specialized physical AI infrastructure, Anchored now leads a crowded sector by offering scalable data collection that moves clients from proof-of-concept to enterprise production.
- Y Combinator30 min
What Top AI Labs Are Really Doing With Observability
Founded by IBM veterans Olivier Pomel and Alexi Laurent, Datadog disrupted the monitoring industry by merging Dev and Ops into a single platform, overcoming initial Y Combinator rejections and regional venture capital biases to achieve a 2019 IPO. Under a leadership philosophy that prioritizes direct customer engagement over written values, the company has expanded its product suite to serve top AI firms while executing a radical shift where engineers will primarily automate code generation within two quarters. This strategic pivot aims to drastically increase development velocity and reorganize the company around smaller, high-autonomy teams, even as it navigates post-lockup valuation volatility and the rapid evolution of AI-driven observability.
- Y Combinator44 min
He Built the World's #1 Open-Source Coding Agent
Jay V, Gary Tan, Mark Mandelmann, Seth Vargoevic, Frank, Dax, Dylan Patel, Soyal, PG, Jay Poldinger
OpenCode, a sixteen-year-old platform founded by Jay Poldinger and Frank, has grown to 13 million monthly active users and processes 7 trillion daily tokens by serving as a neutral model harness that bypasses vendor lock-in. The company's strategy of supporting over 70 open-source models, which became critical after Anthropic restricted open usage, generated $160,000 in monthly subscription revenue and an estimated $33 million in inference revenue as of June. With significant adoption in China, Brazil, and the United States, OpenCode validates its product-market fit through enterprise organizations that proactively seek security agreements to integrate its agent loops into internal workflows.