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Dalton Caldwell

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  1. Y Combinator59 min

    Dalton Caldwell - Startup Investor School Day 2

    Dalton Caldwell, Ben

    The Startup Investor School Day 2 addressed operational feedback from the previous day while delivering a comprehensive framework for investment philosophy, strategy, and process discipline. Expert speakers emphasized prioritizing conviction over consensus, establishing clear decision funnels, and mastering founder meeting best practices through direct communication and rigorous case studies like Nekton. The event concluded with a Q&A session that clarified complex challenges regarding commitment, negative feedback delivery, and milestone-based financing structures.

  2. Y Combinator2h 41m

    Startup Investor School Day 2 Live Stream

    Jeff, Dalton Caldwell, Ben, Matt, Paul Buchheit, Michael Seibel

    The Startup Investor School brings together prominent figures like Jeff, Dalton Caldwell, and Paul Buchheit to distill a contrarian investment philosophy that prioritizes conviction, speed, and founder quality over market size or consensus. Through case studies of exits ranging from Airbnb to Meraki, the event establishes rigorous frameworks for avoiding herd mentality and executing decisive capital allocation with meaningful check sizes. Attendees receive actionable guidance on navigating modern challenges like ICOs while building long-term networks to support high-growth, deep-tech ventures over a ten-year horizon.

  3. Y Combinator2h 14m

    IPFS, CoinList, and the Filecoin ICO with Juan Benet and Dalton Caldwell

    Juan Benet, Dalton Caldwell, Craig Cannon, Dan Galpin, Francesc Campoy, Mark Mandelmann, Mark Blythouse, Mark Mandelbaum, Chris Broadfootnich

    Protocol Labs, founded by Juan Bonet, is developing the InterPlanetary File System and its incentivized Layer-2, Filecoin, to transition internet infrastructure from centralized, location-based models to a decentralized, content-addressed network that ensures data sovereignty and censorship resistance. By replacing traditional venture capital with token-based funding models like CoinList, the organization enables long-term open-source research while utilizing Proof of Replication to create a liquid global market for unused storage capacity. This initiative aims to solve systemic inefficiencies in credit assignment and data redundancy, positioning Filecoin as a competitor to major cloud providers while fostering a new economy where protocol contributors are compensated directly through native network value.

  4. Y Combinator15 min

    Dalton Caldwell's Whale AMA

    Dalton Caldwell

    This session outlines strategic guidance for early-stage founders, emphasizing that success in sectors like healthcare and content relies on validating product utility and securing early revenue rather than chasing growth metrics or networking with investors. Experts advise that Y Combinator admissions depend on clear application narratives and tangible progress, while founders are urged to minimize hiring until growth bottlenecks appear and to assume failure as a default to rigorously test their assumptions. The discussion further warns against expecting industry-wide revenue recoveries, suggesting instead that startups build lean models capable of thriving within permanently altered market sizes.