Kasser
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SemiAnalysis, Altimeter, Nebius, Glean.. 12 Hot Takes From Biggest Names in AI
Dylan Patel, Qasar Younis, Apoorv Agrawal, Arvind Jain, Ariel Cohen, CJ Desai, Gil Feig, Nikhil Benesch, Barak Kaufman, Max Junestrand, Marc Boroditsky, Laura Diorio, Kasser, Mark
RAISE Paris marked a decisive industry shift from speculative hype to enterprise-grade cost reconciliation, as buyers now demand clear ROI and physical AI adoption outpaces volatile large language model growth. Key figures including Applied Intuition's Kasser and analysts from Altimeter Research warned of an impending market bust driven by unsustainable spending, while companies like Navan and TurboPuffer demonstrated new economic models focused on profitability and reduced inference costs. The event concluded with a consensus that success requires resilient multi-model strategies, robust data layers, and a global expansion mindset to navigate rising hardware prices and geopolitical energy constraints.
- Y Combinator42 min
Office Hours with Kevin & Qasar
Qasar, Kevin Hale, Kasser, Lauren, Odero Mezoke, Walid
The session features live critiques of three distinct startups—Zealify, a culture-focused job board; Vuezy, a physical retail analytics firm; and ScreenPush, a design collaboration tool—where Y Combinator partners challenge their assumptions regarding market validation, unit economics, and user experience. Founders are urged to move beyond "intellectually seductive" value propositions by proving specific demand for Zealify's culture metrics, translating raw data into actionable ROI for Vuezy's long B2B sales cycles, and rigorously stress-testing ScreenPush's onboarding flow to eliminate friction. The overarching conclusion emphasizes that successful scaling requires defined success metrics, strict quality control to avoid commodity traps, and a deep commitment to solving urgent, verified user problems rather than relying on untested hypotheses.