Latest Interviews

San Francisco (and Silicon Valley) is for the builders.

San Francisco distinguishes itself through a dense ecosystem that manufactures luck via peer collaboration, fostering a cultural environment where entrepreneurship is celebrated rather than stigmatized as an anomalous occupation. This supportive local dynamic stands in stark contrast to global norms where early-stage founders often face social ridicule, effectively validating the struggles of those building new companies. The event further contextualizes this environment by exploring how the city serves as a critical refuge for misfits, such as the speaker who migrated from Chile, to pursue legitimate and difficult startup journeys.

Why Founders Shouldn't Think Like Investors

Dalton, Michael

Dalton and Michael argue that early-stage founders trained in venture capital or corporate consulting often fail by applying large-company frameworks like extensive market analysis and exit planning to pre-product startups. This "VC mindset" creates analysis paralysis and a detachment from the critical "micro" work of manually acquiring the first customer, whereas successful execution requires a "beginner's mind" focused on deep user immersion and domain expertise. The speakers conclude that founders must unlearn these counterproductive habits to embrace the uncertainty of the zero-to-one phase and leverage the flexibility needed to navigate early business failure.

The best AI founders in the world are moving here

San Francisco has re-established its status as a global hub for artificial intelligence following the ChatGPT catalyst, which reversed the remote work exodus and concentrated major entities like OpenAI and Anthropic within a specific "Cerebral Valley" cluster. Y Combinator's strategic relocation to the Dog Patch further intensifies this agglomeration by physically co-locating hundreds of founders to maximize high-frequency networking and accelerate the current "boom loop." This renewed density is projected to drive a decade-long economic recovery, filling previously vacant downtown offices while fostering a techno-optimist society that reinvests tech wealth into housing, safety, and inclusive growth.

Build product. Talk to users.

Startup founders are cautioned against engaging in high-risk activities like consuming generic advice or attending vague networking events, as these create an illusion of productivity without yielding tangible results. These behaviors are deemed most dangerous because they distract from the critical goal of building a product and acquiring users necessary to achieve product-market fit. True progress remains impossible until the business secures paying customers, rendering all other efforts worthless in the earliest stages.

Building Confidence In Yourself and Your Ideas

Dalton, Michael

This analysis warns founders against relying on superficial validation, such as cold outreach, which often leads to "pivotitis" and wasted resources driven by fear or false industry data. It emphasizes that success requires high internal conviction to withstand fundraising cycles and negative feedback, distinguishing between healthy strategic adjustments and random walks that deplete energy without generating experience. Ultimately, the event defines a true Minimum Viable Product as one that satisfies at least one user, urging teams to prioritize deep, iterative learning over rushed metrics.

We fund smart founders, irrespective of what they want to work on.

Although a prevailing public perception suggests Y Combinator prioritizes AI startups through a dedicated investment thesis, YC partners clarify that selection criteria actually center on founder intelligence rather than specific subject matter. This reality explains why approximately 50% of the Summer 2023 batch focuses on large language models, a trend partners characterize as an emergent phenomenon driven by the interests of the most qualified applicants rather than institutional bias. Consequently, the high concentration of AI ventures reflects the specific capabilities and ambitions of the founders who applied, not a strategic shift in funding priorities.

Apple Vision Pro: Startup Platform Of The Future?

Diana, Jared

At the event, YC's Diana analyzed the Apple Vision Pro's transition to high-resolution video see-through technology and spatial computation, positioning it as a productivity-first platform with a hardware architecture comparable to self-driving cars. She contrasted this with Meta's game-focused approach, emphasizing that successful adoption requires founders to build deep, irrational commitment to overcome early "iPhone moment" limitations regarding app ecosystems and user experience. Drawing parallels to the five-year trajectory of mobile computing, the discussion advised investors to fund developers addressing high-density workflows now, predicting a similar evolution from niche tools to mass-market transformative startups.

RFS: Spatial Computing

I'm convinced that spatial computing is the next platform. I spent the last decade working on it. I started a augmented reality SDK that was cross-platform for game developers. Then what is spatial computing? It's really a combination of augmented reality, virtual reality, and the ability to really understand the real world and render digital content. And now we're finally getting closer with the hardware, especially with the release of the Apple Vision Pro and the meta quest 3 founders can build interesting applications where content can fit in infinite screens in the real world or interact with 3d content or perhaps working immersively with others or any other applications that are beyond gaming that founders may come up if you're excited about the space and want to be at the frontier on it apply to yc to work on spatial computing

Drawing on a decade of experience founding an AR SDK for game developers, the speaker defines spatial computing as the convergence of augmented and virtual reality systems capable of rendering digital content within the physical world. Citing the Apple Vision Pro and Meta Quest 3 as critical infrastructure catalysts, the presentation highlights how founders can now build applications with infinite virtual screens and immersive multi-user environments that extend far beyond gaming into yet-to-be-defined markets. The speaker explicitly invites interested developers to apply to Y Combinator to lead innovation in this emerging computing platform.

Stop Innovating (On The Wrong Things)

Dalton Caldwell, Michael Seibel

Founders are advised to channel their limited innovation energy into a single core value proposition to achieve product-market fit, avoiding the dilution of resources across multiple low-probability bets or contrarian structural choices. High-risk experiments in technical stacks, pricing models, and corporate governance often serve as anti-patterns that prioritize founder vanity over customer utility, a lesson illustrated by the failure of Digg compared to the focused success of Reddit. By deferring radical experimentation to a second venture, entrepreneurs can eliminate unnecessary friction and ensure their primary business hypothesis is the central driver of their early-stage strategy.

Should Your Startup Bootstrap or Raise Venture Capital?

Dalton Caldwell, Michael Seibel

This discussion clarifies that venture capital is a specialized instrument designed exclusively for hyper-growth businesses capable of delivering 100x to 1,000x returns, rather than a standard path for the vast majority of commercial ventures. While bootstrapping often offers superior work-life balance and profitability for traditional enterprises, the conversation notes that no trillion-dollar software company has historically been built without institutional funding to support massive infrastructure costs. Finally, the analysis dismisses the public "bootstrap vs. VC" debate as engagement-driven content designed to provoke emotion, urging founders to evaluate funding based on specific mathematical requirements rather than perceived moral superiority.

Founder burnout happens a lot. A good co-founder can help shoulder the load.

Co-founder relationships inherently rely on offsetting transient low-energy periods through operational balance, yet the designation of burnout indicates a shift to persistent fatigue requiring targeted investigation. Because underlying causes for this condition are unique to specific individuals and ventures, generic mitigation strategies fail to resolve the issue without first identifying the precise root source. Successful recovery therefore demands a context-specific diagnosis and solution to the singular factors driving the sentiment rather than blanket advice.

Do Technical Founders Need Business Co-Founders?

Dalton Caldwell, Michael Seibel

Technical founders can successfully launch major companies like Google and NVIDIA by personally handling business operations if they possess the necessary willingness rather than just technical skill. While a non-technical partner offers specific value in regulated industries requiring deep domain expertise, investor demands for business co-founders often signal a perceived lack of execution appetite rather than a coding gap. Consequently, technical entrepreneurs are advised to personally manage sales and fundraising or hire staff instead of assuming a business co-founder is a mandatory prerequisite for startup success.

What’s the best piece of advice you’ve ever received?

Former Twitter CEO Dick Costolo's philosophy on management is highlighted as the most impactful advice, specifically focusing on the leader's responsibility to ensure their team fully understands their perspective. The speaker attributes past career failures to unspoken assumptions and context gaps, emphasizing that leadership requires the continuous ability to explain ideas clearly. This approach enables colleagues to execute concepts independently without needing constant clarification from their supervisors.

Techno Optimism, Explained

Dalton Caldwell, Michael Seibel

In a discussion on the trajectory of human progress, Y Combinator speakers challenge modern pessimism by highlighting transformative advancements in information access, communication, and safety since the 1990s. They argue that despite challenges like tribal polarization, exponential growth in space travel and artificial intelligence will define the next eighty years, with intercontinental travel times shrinking to forty-five minutes as a concrete benchmark. The presentation concludes that effective problem-solving requires a foundational optimism, as belief in future potential remains essential for driving the innovation necessary to solve persistent global issues.

Critiquing Software Startup Websites with CEO of Glide

Aaron Epstein, David Siegel

This analysis evaluates the design and messaging strategies of six developer-focused startups, contrasting Automorphic's interactive challenges with Trigger.dev's open-source maturity signals. It highlights critical UX flaws, such as Mozart Data's lack of immediate code examples and Mirrorful's ambiguous visual hierarchy, while praising Sweep's founder-led trust-building approach. The report recommends prioritizing live playgrounds and transparent pricing above the fold to better align with the specific verification needs of technical audiences.