Latest Interviews

RFS: Climate Tech

Amidst a newly established global consensus on climate change, startups are recognized as critical drivers of solutions, having already spearheaded innovations in electric vehicles, solar energy, and carbon counting. To leverage this momentum, a curated resource outlining high-impact problems and investment opportunities has been compiled specifically to guide founders and capital toward strategic areas of growth. This actionable directory, located at ycommentary.com/RFS, provides a clear roadmap for scaling technologies like heat pumps and carbon counting to meet collective environmental goals.

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.

RFS: Real-world crypto

This initiative challenges the current crypto landscape by funding engineering teams that tokenize tangible assets like real estate, bank deposits, and actual businesses to grant enforceable ownership rights. Because legal and regulatory hurdles are paramount, the program prioritizes applicants who possess deep legal expertise or have directly collaborated with counsel to ensure compliance. Ultimately, the effort aims to shift the industry from abstract tokens to instruments backed by verified real-world value.

RFS: Commercial open source companies

Y Combinator has invested in over 150 open-source companies, adopting a strategy that leverages technical founders' comparative advantage in communicating directly with engineer users to bypass traditional sales hurdles. This approach accelerates product iteration through immediate community feedback, positioning open-source startups as emerging industry standards within their respective sectors. The organization now explicitly invites technical founders pursuing similar open-source business models to engage with their investment program.

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.

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.

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.

Bring Manufacturing Back to America

In response to a historic decline in U.S. manufacturing, Y Combinator is recruiting a new cohort of founders dedicated to reshoring production through advances in robotics, government incentives, and precedents set by companies like SpaceX and Tesla. This strategic pivot targets a projected decade of Silicon Valley growth in physical goods, building on existing portfolio successes such as satellite manufacturer Astronis and industrial robot producer Gecko Robotics. By explicitly soliciting applications for domestic manufacturing ventures, the accelerator aims to catalyze a revival of the United States as a global leader in physical goods production.

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.

It’s all about your users.

Many founders neglect direct market engagement in favor of solitary strategic planning, often avoiding user contact due to fears of rejection and embarrassment over unfinished products. Instead of building internal visions, successful entrepreneurs are advised to personally experience a specific monetizable problem and execute immediate fixes for that issue. This approach prioritizes velocity and real-world validation, shifting the focus from protective planning to solving actual user needs.

Virality and network effects drive organic growth.

Top-tier consumer companies leverage virality and network effects to drive organic user growth, with Facebook's early tagging mechanic serving as a classic example of converting incidental user actions into new sign-ups. This strategy relies on Metcalfe's Law, which posits that a product's value scales mathematically with the square of its user base, a dynamic exemplified by WhatsApp's utility increasing as participant numbers expand.

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.

Talk about doing things that don’t scale. From Doordash’s YC app in 2013.

Four co-founders launched PaloaltoDelivery.com after conducting over 100 interviews that identified a market gap between high consumer demand for local restaurant delivery and the limited capacity of Palo Alto eateries to fund their own logistics. Leveraging insights from their personal experience as drivers, the team developed a proprietary platform that automates order routing and utilizes intelligent batching algorithms to efficiently dispatch available drivers seeking additional income. The resulting service connects customers with local restaurants by optimizing delivery workflows to achieve faster turnaround times while addressing the specific supply limitations in the region.

What do you do to help yourself prioritize and focus?

Founders are advised to rank their quarterly project lists and strictly execute only the top three priorities to prevent infinite scope creep and eliminate distractions. This batching process forces a rigorous re-evaluation of strategic objectives, compelling leaders to define a singular, measurable goal such as a demo day target. By mandating focus on one primary outcome, the method counters the natural tendency to manage multiple simultaneous tasks and ensures resources drive toward a specific result.

Startups take on the personality of its founders, so work on getting yourself right.

Founder therapy often requires years of intensive work, yet the case of the failed startup Posturus demonstrates that neglecting underlying psychological issues allows unexamined personal trauma to dictate organizational strategy. This alignment between leader and company created an inability to make critical decisions at scale, a flaw that proved impossible to correct after the business had already expanded. Consequently, the speaker urges entrepreneurs to invest in early therapeutic intervention, noting that founders frequently waste resources on external fixes while ignoring the core emotional voids that ultimately undermine their ventures.