$175M Valuation Before YC... +$1M ARR Every 2 Weeks During the Batch
About this episode
The episode discusses the impressive metrics of the latest Y Combinator batch and the evolving landscape of startups in an AGI world.
The growth bar for YC just hit the stratosphere. In this episode, we dive into the staggering metrics of the latest Y Combinator batch (P26), where startups are hitting $11M ARR before Demo Day and hardware is making a massive comeback. We break down the "Request for Startups," the future of SaaS in an AGI world, and why the most "defensible" companies are now escaping the screen. In this episode, you’ll learn: - How a startup raised at a $175M valuation before even starting YC. - The rise of "Barbarian" founders disrupting defense and space. - Why YC is betting on "AI escaping the screen" (Robotics, Agriculture, Medicine). - The "Build vs. Buy" shift: Why SaaS prices are about to compress. - The "FDE" (Forward Deployed Engineer) model and how AI agents are scaling enterprise sales. 📌 Watch now and subscribe for more smart, fast, founder-first interviews. Chapters: 00:00 Record Batch Revenue Buzz 00:40 Free YC Application Feedback 01:21 P26 RFS Episode Kickoff 02:02 YC at 175M Valuation 04:46 Robotic Bird Spy Drones 06:12 AI vs Hardware Bifurcation 09:20 How to Underwrite Defense 10:52 AI Escapes the Screen 16:06 Is SaaS Actually Dead 19:24 Moats Still Matter 19:59 Build vs Buy…
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