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Y Combinator created a new model for funding early stage startups. Four times a year we invest in a large number of startups. observed
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Sharpest miss on record: “The Y Combinator companies funded by Yuri Milner and Ron Conway's convertible notes will settle into valuation…” — Most Y Combinator companies that received early convertible notes from Yuri Milner and Ron Conway grew far beyond the $7‑$15 million valuation range—many reached multi‑billion valu…
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mike was totally on the right and mike also showed great restraint he released no more than two percent of the documents there was stuff in there that could have been truly damaging yeah he went with the soft stuff there was i agree there was stuff that was damaging i agree with mike's uh position and so the right thing yeah well you won me over actually
i don't really see why you could be upset with a blogger for publishing them right
if i was evan i would be angry okay but if i was mike i would probably do my phone
i think you have to do what you have to do right
sometimes simplicity isn't actually hard i mean it's you know they've just done something very simple and very easy to use and you know i think you have to do less actually like people try too many things they really do
so you're losing about three or four dollars per customer and at the rate you're going you're going to have burned through all the money on the planet as well in four years
we just got an office for the first time about a month ago
we're actually an incredibly lean team so i mean how many actually three people and a contractor
he's just able to turn every industry he's touched into gold ... he has the foresight of even you know bringing on zappos like right who would do that ... he's probably the most underrated ceo of this generation
they take on average around six percent and uh in return give you like some you know fifteen thousand
you should absolutely do it you would be really phenomenal
alums include like you know scrib that document management company great company great company um you know justin tv uh reddit loops like all of these guys yeah really amazing stuff
there's a competitive aspect to it absolutely well i mean it's not you'd think there would be but surprisingly there isn't so you just want to perform because you think hey everybody's expecting this for me and i want to do good there's really like a band of brother thing called brothers in there because um not only are you like kind of really you have really close relationships with the people who you're in the batch with right but also all of the alums
you have weekly dinners so it's kind of like joining like startup fraternity or something actually but at the same time they bring in people who have built startups before
you really don't do it for the money right you really do it for the connections fifteen thousand for six percent which is who cares it's yeah it's just an idea at that point uh so they get a nice piece of the action
we started out with y combinator and that's actually the genesis where we were like we're going to quit our jobs like we're first-time entrepreneurs we'd always been building for other people and this is our shot
demo day was this week it was uh Tuesday and Wednesday of this week so how'd it go oh it was great it was it was awesome demo day there was just such energy in the room there was 36 startups this batch
y combinator doesn't give you office space they just give you a little bit of money and then they have this big demo day at the end of the summer
it's easy in YC to get a little intimidated, but you're not competing with each other. You have to keep reminding people. It's like, 'Hey, we're we're on the same team. He started a year ahead of you. What do you you know, what do you expect?'
I got a as an investor, you know, I've been coming back to demo days and it's frustrating because you come back and the best startups are already picked over. Yeah. Because they've been exposed to these angels for the last three months and so now I got an early look at all the startups that I wanted to see.
there's a lot of pressure on me to to do, you know, to actually own up and do this. you know, I I could kind of live a comfortable life with my wife, but So, it's sort of like, you know, going to get your MBA or something like you're committing like I could read all these books myself and I could I could write my own term papers, but I'm going to go be part of a process with a group of people. It's fun. It was It's great.
it also creates this mutual set of obligations between, you know, Paul and Jessica and, you know, Trevor and RTM. They'll they would help us regardless, right? But they will be more inclined to help us if they have a piece of our company, right?
it's still an advantage right you still have access to press and investors. You know I don't while I know many of them it's still nice it you have that kind of excuse to be in front of them.
I mean they're largely responsible for this kind of micro startup the the the micro startup the super angel just kind of because Y cominator has been historically very anti-VC right you know proof founder anti-VC and and they've pro anti- bad VC basically you know uh just basically pro pro- startup and they've really made the experience a lot better for a lot of startups I think
I'm with them with the you know taking common. And I think that's kind of cool because they're really not putting up that much money. I can tell you if I did it, I'd be like I'm getting 20% period out of the gate because this is my it's opportunity cost in time.
And now the deal is more like 5% or 6% is my understanding. Yeah, that's what people are saying in the chat room. And I think it's about five or six% which I think is too low. I think you should be just 10%.
it's basically they've taken three or four of the biggest pain points like how do I do this? Um, how do I take the time off and pay for my living expenses? How do I get press and people to know about my startup? And how do I get meetings with people who can grow my business? ... So, you you get this, you know, MBA in three months. It's awesome, you know.
you get access to so first of all you're getting great advice from Paul & Company and then the speakers are these days are top-notch, right? You know, you get founders of, you know, any big Silicon Valley company has come through there at some point. Yeah. And then you get access to press and then you get demo day which is two days of the the biggest investors there are.
if you are a first-time startup founder just out of college, don't have a reputation. Give up 15% of your company and you're anointed. Use the reputation of Y Cominator. Yeah, you're basically anointed. It's such an unfair advantage.
Well, a lot of these things have changed over the years, right? You know, when they started, it was a pretty uh it was really very exciting for those of us who were Paul Graham fans and kind of into that scene. But it was three months long. It was the summer. There were eight startups that basically were all starting startups at the same time under the toutelage of of
like just off the top of her head incredible at Y combinator and I guess the the various resources that are out there like techstars um does also Hacker News and just people talking about stuff blogs it's a completely different world for entrepreneurs today than it was in the 90s
um I just thought that the network might be better since we plan on staying out in Silicon Valley so if we did techstars we'd have to move all the way out to Boulder for the summer yeah and then we'd probably be back to Silicon Valley in the fall so you probably wouldn't get to take advantage of their Network nearly as much
we started charging and we quickly became profitable during the Y combinator process
Paul granted we went to the Whiteboard at Y combinator and he said all right you guys are ready to launch let's talk about your product let's catchy about it um why are business owners going to use this and why doesn't anyone use QuickBooks so you wrote down a bunch of random notes and put together just one paragraph summing up why people are going to use in dinero versus what Intuit has and when you send that out to TechCrunch and a bunch of other Tech blogs and that's launched and then all the
I think Inc magazine you got an intro through um Jessica Livingston at y combinator
a lot of them we met through our earlier Angel Investors like we might like need a few through Y combinator
it's like college you show up and everyone's new and it's uh there's a feeling of coopetition you really want to be friends with everyone but you also want to be the best startup out of all the other companies in your batch and um during dinners you watch a speaker talk for maybe an hour and then after that you just hang out with other Founders and talk about the problems and challenges you're facing and it's just a really great Network
in our batch most people didn't have a product and many didn't even have an idea going into the program
we looked at like really successful Founders and realized that it made sense to them and it probably makes sense for us especially if we're first time um entrepreneurs
I felt that y combinator was the best insurance that only Equity could purchase like if we were in white Dominator like we have a better Network and more access and more competition for a deal and I just thought it made a lot of sense
there was a board control right they wanted board control and I said Hey listen if if you're if you have only 20% of the company you know it doesn't make sense to have board control
they had moved like lightning to get me an offer in a week for $10 million and I thought why would I possibly give up my leverage you know and I said no no I'm not going to sign a no shop
I said I like the 10 million part I'm not so keen on the 12 million part I think it should be a $40 million pre-money valuation
I saw some other companies like liquid audio uh raising capital and while I thought their business didn't make any sense I was smart enough to know you want to have as as much you know as many bullets as as the guy you you're you're battling against
because of the proliferation of y combinators and accelerators and we just put a list of them uh last week up on the launch dot is site of all the accelerators out there you know i think that those programs are awesome for getting started
i would get your ass back to san francisco or get to boulder ... get involved in hacker news get involved in y combinator and find the next and say i am available for a y combinator project as a co-founder for this class and put a web page up and show what you're going to show what you can do show a couple of basic apps right you know some people see that you're the real deal and say i'm looking to be part of a team and then you will get uh an email program and tell them and show them some proof
given the amount of Y combinator uh accelerator companies now that have bounced out I mean we're talking about a lot of companies a magnitude more than even during the dotom explosion
we did Y combinator and then couple more rounds
oh yeah oh definitely and and you bring up uh why combinator that's one of their the things that why combinator does is they say hackers can also be these creators of of product so almost everybody that why combinator funds is a hacker um of some sort or another yeah it's almost like um it's amazing now it's changed all of Angel Investing it's amazing why comat are effect because now um if you if you are just an idea person and you come with a business plan Angel Investors sort of laugh at you t
we're right now just working towards demo day getting as many users as possible getting all our our ducks in a row
a few that have been invested in before they come in um but I think the majority are not
we hope that it stays that way um I think that's kind of discouraged most of the time if you approach someone that's in y combinator prior to demo day they say wait for demo day
y combinator isn't really an end result in itself um after WC Comer is over you need to be able to continue to to grow grow the company and for us YC Comer was just sort of a a starting point where definitely demo Day is coming up in March which is where you present to a bunch of investors
it's not just the 12 meetings it's really the the community maybe the network yeah definitely and it's it the the five six perent is common stock so it's essentially like your first employee right yeah it's like they're in they're they're in on it with you
the thing people don't realize about uh why commentator is it's not just about the funding and getting to meet with Paul Graham yes that's part of it but you also get advisement from a variety of people who have an interest in seeing your business succeed and there's a lot of great connections that you can you can make in my combinator
you come out of school and you don't know how to plug into the network what a great Network to go plug into it's just like or if you're fortunate enough to get invested you know by first round capital or us ored at Union Square it doesn't really like you can be you get plugged into that it's just you're Off to the Races it's it's such an advantage
they're going to raise a different check you know they're going to raise a larger check right in a lot of these cases yeah I mean they're not going to just take the 150 and work for another year they're going to probably do 500 right 750 probably 1 million on average in this market
just because it's a y combinator company doesn't mean that we're going to run and and do it right we've done a couple um we love working with those those guys
I think Paul has done a phenomenal job with white combinator phenomenal it is pretty amazing it's very impressive
what made y combinator successful is that he tapped into building a community Ah that's it it's the alumni
what they've done them terms are great what they've done is said I want to see at the table at the next round no matter what that round is priced and no matter who leads it that's what once the entrepreneur has taken that money down that's what happens so for the entrepreneur I think it's a great Advantage
pricing is ridiculously affordable this might be underpriced
this is what Innovation is about you know what everybody says like oh you got to be in silken Valley or do you have to be in Austin do you have to be in it doesn't matter where you are if you make a great beautiful product and you have intelligent people who iterate at on that product in a market um it's going to work
I am in shock I love it casting votes I mean it literally has everything I want it has asking questions and organizing the questions it has moderations it has casting votes it has quizzes I'm going to use this at launch next year absolutely this is fantastic
we started the company in 20 in July 2010 and we have covered more than 150 events with a 60 65 customers and we made already € 100,000 in in Revenue since July
it's just an amazing League challenging group of people
the quality of the companies has gone up I agree
I think it's ridiculously underpriced six percent of your company and how many investors did you get to present to like 350 350 right and it's not like just random people we're talking about like it's the cream of the crop
I think you think of why combinator as the institution and like I think all through the time probably the only thing that's had in common is that people will complain about the companies being features not not companies you know right from the beginning
if you're going there just to get your stamp in your past book passport it feels bad
I think that that seems like a natural evolution in that the Y combinator is such a great brand right now that they can get such competitive applications that they're not just taking like the two guys who you know who just graduated college ... they're taking these companies that are really already companies and already have an idea a product and I think in that model you don't need as much Hands-On advice
if he does this every year three classes there's going to be a hundred and eighty people a year he's going to have 300 Angel Investments within two years if he met with each one for one hour a year it's basically impossible
it feels like a dumb money move even though it's a smart move because it's a hedge fund move into a something with Incredible track record but I don't think that Angel Investing should work this way I think it's anti-competitive in a way and I think it's not in the best interest of the entrepreneurs
this last class of Y combinator companies some of the companies started to feel featurish not product-ish but I think time will tell because I would say that they are amongst the best angel Investments I see
to make it parody with the white combinat deal there always been that no I I we've always been six is my understanding comment is that deal not good enough for you guys
they have five demo days
my understanding is they come once a week for dinner
I think that that's a very different model than what YC does
the airbnbs of the world the Y combinator Tech Stars class after class of 20s something now some of them are on their second company they're 30 years old and they're working tremendously hard and they want to be successful they want to make money they want to change the world
if you go to Silicon Valley apply to Tech Stars uh I'm sorry apply to the founders Institute or to Y combinator get accepted every night of the week There's an event there's incredibly skilled people it will go easier for you
you needed to raise or5 million to get to a prototype which we're now seeing coming out of Y combinator or going into Tech Stars or coming out of Tech Stars so the the the product that would normally take 18 months to build is now taking 8 weeks
how many mistakes would you have avoided had you gone to Y combinator
it's the new ivy league or the new Harvard like YC is that is you know 3% acceptance rate is harder to get into than than it is to get in Harvard
incubators are catalysts but they're not going to be the sole Garden from which these incredible companies are going to be born
what they're doing is creating this filter for excellence... it's 3% acceptance rate it's bringing in like incredibly talented people
And the second is you've got hubs now for distributing information across entrepreneurs. And it could be OAF or even the Funded, it could be AngelList, it could be Y Combinator Techstars, or your incubator, what have you.
and now people have come along like Y Combinator and TechStars and AngelPad and so on who say we're the advice
I really like it so I this is a big deal for Dropbox I mean Dropbox has to start thinking about application layer functionality on top of just sharing files I mean it's great that they are the best hands down file sharing service I love it
I sometimes I feel like they're doing it just to get position to be acquired by a company that may do collaboration software uh in Redmond or in Mountain View
I mean this is a great company and that's why they're raised 85 million and these are the these are the Microsoft Office collaboration and sap and Salesforce replacers like this is Next Generation
I think we're seeing that all these people are going to head in the same direction which is this is going to be the new sap new office
I did about 10 go-to meetings in the last week a lot of them with the Y combinator companies and boy what a great crop speaking of uh accelerators I'm really impressed although the valuations are crazy for the YC combinator companies
um 40 to 50,000 um for equity and then we also 10% 15% standard deal uh 8% 8% okay so that's a very good deal yes yes it's better than why combinator for 15 for six yes
I was lucky enough you know um to have a couple of them reach out to me and say Jason we'd love to have you invest were over subscribed and then I looked at like some of the caps and the notes were like $15 million and I said you know just two or three years ago I was investing at the same level for $2 or three million I can't make this economically work because I think that these companies are going to one company will sell for 150 million and two-thirds of them won't sell and then there'll be
I just am seeing it as a y combinator correction not necessarily a market correction yet because what they were doing was kind of ridiculous and it was because they could because not everyone looked at those numbers and was like no I don't want it so you know maybe if they need to tone it down or else they'll have a lot of startups fail and that would be bad for them
I think that it's good for Paul Graham to say it because he has been um leading this of startup raising a ton of money and at a very young age and uh with not necessarily many restrictions on it and that's good while it works but when it doesn't work it really sucks for the company so he's looking out for for them
through who this wheeler would need a product that's going to be viral and was brain grow through through 100 s trip we realized that we needed to be on a growing trend right um through mu bub we had we realized that you know what Paul Graham taught us which was that had be a product people actually wanted yeah so um so through these things we learn kind of basics of building companies then we were able to apply all of those lessons to scribd which led to scribd ultimately being pretty pretty su
it was a it was a it was a good idea i mean it could have built a great company but um I think we first saw that that I phones were going to come out soon and pretty soon you be able to just actually do all this there get the address of the sushi bar exactly yeah you wouldn't have to call someone yes so we didn't want to be on a trend that was dying and we wanted to be a growing trends that's why we did decide not to do that one
I think if you're competing with other people that gives you the wrong incentives right right but you just said you're seeing all your friends go on to other great things I mean that did tweak you a little bit a little bit yeah I didn't feel like you were keeping up but I didn't but at the same time that was uh it was I thought of it as an experimental year at the time I didn't think it was that employee it would be okay to spend a year kind of trying some things and seeing right seeing what wha
we were kind of the underdog in the class actually people are like oh that's kind of a derivative idea and it just seems kind of exactly so I remember everybody was like that I know to have like the underdog and like that's kind of a cheese on it definitely uh i mean it's it's definitely not fun to be under da compared to a little bit it burns you a little bit
that community has become just an important part of our startup lives
Paul has proven them wrong that good companies didn't come out of accelerators
if you're a first-time entrepreneur it really helps you just get going
the competition and peer pressure is actually kind of good
what I like about it is primarily the community
I've come to appreciate it very much
I originally wasn't too excited about the idea because they described Y Combinator as a program and i remember i said to my co-founder do you think steve jobs start Apple within a program right
now you see wow there's 70 in the last one
I think three that are still around or in some form there's there's us zob knee and then OMG pop
part of the Y Combinator class I guess it was the second one 2006 and that was in Boston summer 2006 yeah Wow and how many people are in that class there about eight to ten companies
it's for us it's you know we started really as a way to build entrepreneurial communities and and startup systems uh the the geographies that we're in we feel like you know there's an investment thesis around it you know to to be in the valley you know is is a different game it's a you know very high valuations I think it's unlike any any place else in the world and you know we have a thesis about you know if you can get to the best companies in New York or the best companies in Boston or Boulde
we're funding about 1% of what we see
you knew it was a problem when they had to send an email to companies that Ron Conway invested in saying we know Ron Conway is investing your companies please don't email Ron Conway he the point of Angel Investing is that the angel investor is supposed to be available to and they were like no he's the brain surgeon he only comes in at a special time when your company is screwed and you're out of money or you're getting bought then he'll come in that doesn't make sense to me
a lot of the founders started uh building their products not out of passion but as but out of conversion the conversion funnel was converting conversion of angels can I convert Angels into this product and then with the lack of you know large Vision you know which only comes from a lot of mentorship like it takes a a while I think for most entrepreneurs to get up the hootspa to be big thinkers right it just it takes a decade or 5 years or 15 years some never even get there but to think about the
most of these mobile companies for example many of which are in these groups are not going to get to that and so even if they're laudable interesting things they're just not going to get to the kind of scale that you need to get to
Ron Conway is not participating in the new set of things that to me speaks volumes because I think what was happening is I think his wasting horribly diluted
I just I just I tell them straight up like I just I can't compete on this level with you know people who are just throwing money around and not thinking about it there there actually has to be some path to return in order for me to have a sustainable Angel Investing process
the valuations also just started scaring Angel Investors so it was I know for me I like uncap notes $15 million notes it's like well if I'm putting $ 25 or $50,000 into something I ow nothing meaningful there's very little upside here what's the point
it got to be a little bit of a sort of a you know a dog and pony show at why combinator you know everybody showing up and the whole thing and it's you know I think they got a little much and I they probably thought well let's just let's be more effective rather than just churn these things out
I think it's probably smart to cut back it's gotten a little fro the other word is frothy
we were getting certainly companies uh choosing us saying that they really wanted more Hands-On attention and uh you know live mentorship
it's uh frankly you know they're getting closer to what we've always done which is you know bring in more mentors to actually be Hands-On and help uh kind of rightsizing investment and and maybe scaling back a little to uh you know be focused on on the companies a bit more and not you know just stamp a label on them but really help them
a lot of the angel investors I spoke to felt like it was just too hard to process that many companies and to know you can't scale your mentorship your quality of experience that way can you there was that was the that was the two pieces of feedback I talked to somebody from the Stanford accelerator who was in the Stanford accelerator and I said why did you pick the Stanford over why combinator and they said why combinator is like Cookie Cutter they're just churning them out at a factory and they
Paul GR did come out recently and he said you know we grew too fast and we're going to cut back and so they were going to accept much fewer companies for the uh upcoming class right and they also changed the money deal right you supposed to get like 150 Grand or 200 Grand crazy year a mill a deal yep so the money is is a lot less now
you get the two or three hundred thousand from yuri and uh sv angel on the way out
if you have traction leaving y combinator you can raise like a decent like chunk of seed money and then that can really set you off for real for real whereas you don't have traction it's it's gonna be harder even with y combinator
getting the uh the y combinator you know sort of investor hookup with something as like crazy as rap genius helps because it's like a little bit of a gradual pitch to an investor
going and getting into y combinator got us really thinking like all right let's really really start trying really hard now devote our whole lives to this
i think y combinator has a lot to offer you if you have a lot of traction
I actually don't know too many of the details there but I know that they they welcome
their next startup they would go ahead and apply again and we even had a social cam right which is um and Justin con right from um Justin.tv all of these guys were second time entrepreneurs still going through YC so that was what kind of tipped me personally to really be excited to be a part of
I know that they they welcome oh Josh you can't lie to a poker player Josh you can't lie to a poker player it's all over your face you got a better deal all right listen you're you're very uh what that diplomatic you're very diplomatic um so you got this Al transparent as well you're not very transparent you're diplomatic there's a difference Josh you're you're you are you're you got that big I I get I got all your tells now we got to play some cards soon
I think YC is great um it's in no way whatsoever prerequisite to building a startup someone should be on a p on a mission on a path to go create a solution and solve a problem and if YC can help them then fantastic um you know some quick things that I like to highlight there if you're building a product that is developer Centric YC is great because you have a massive community of developers that are going to try try out give you feedback and be very direct in what's good and bad about your produ
YC was great it's a great group of people that are tackling a lot of different problems
obviously we went to White com comat so that's a pretty good sign that he's a winner
we redesigned YC to be shed and it has been ever since and it works just fine like 68 no problem right yeah each partner has no no it's not each partner we have three silos three silos each one overseen by a group of Partners so basically it's like three little Y combinators and we know little why combinator works right solves the problem
it felt big to us because as we later realized we embodied an N squared algorithm up till the summer of 2012 YC did not have any kind of sharding every partner had to know what every startup was doing
you cannot predict that that is unpredictable
Dropbox Airbnb and stripe were all like we didn't even need the full 10 minutes
we decide whether to fund people or not immediately after the interview
they were all no-brainers at the interview
I would say airbnb's value is comparable to dropboxes valuation
Dropbox is the most successful on a valuation level of any y as have this week as of this week 1010 million change
the most successful startup that is run by a single founder now is Pebble the Smartwatch
we have funded some single founder startups
we prefer to fund startups with more than one founder
in the best startups what happens is each founder is king of their own domain
it works so badly when you have a startup that's started by some dude in the business school ... and then he goes and finds some ... Meek undergraduate computer science major to realize his vision
do the founders have to get along okay if the founders hate each other you're in big trouble
we only decided to have demo day about halfway through ... and demo day is now ... nobody does demos at demo day
having dinner once a week ... turned out to be good too
now the funny thing is the word incubator has changed nobody even remembers those stupid things in the '90s now it means why combinator
the old incubator model ... they were going to control you ... that model seemed to me ... would I have done that? no
I think originally we used to ask for 6% ... $6,000 per founder for the summer because we knew you could live on that in Cambridge
I imagined that it would become sort of what in fact I imagine probably it would become even bigger than it has become today
the reason it's 3 months is cuz that was summer vacation right and it turned out there were a lot of things we got right um three months turned out to be just about right
they were the model of what not to do
the early version most people here probably never even knew what the incubators in the bubble were like but they were their idea was they would do all your funding ever right Y combinator is just supposed to be first gear and then you go off and raise money on at the market at Market rates from whoever
in that first first batch were Sam Alman who started looped Reddit was in that first batch Kiko which was started by the founders who went on to start Justin.tv AKA twitch all in that first batch Aaron Schwarz was in that first batch too
we got lots of applications we got more than we expected hundreds of applications
we had better go out here and um plant the flag
I thought wow it's so much better here um the start the streets are paved with the corpses of startups uh you know the weather's so nice um what I thought was actually someone is going to start the Y combinator of silic Valley and it better be us
when y combinator first started it was a summer program for undergraduates that was the that was the idea
we've got like 10 full-time Partners maybe 20 people total I don't even know exactly 632 startups we funded
Y Combinator is going to have to grow right we grow as the number of startups grows and the number of startups has been growing um and why combinator it's like this it started out you saw what it was like it was just that that was in my kitchen that picture um and now we've got like 10 full-time Partners maybe 20 people total I don't even know exactly 632 startups we funded it's turned into this giant thing and I'm no good at running giant things Sam however is going to be good at running a gian
we were in YC during the the batch word we had the 150k uh convertible note and then we raised a bit of money after that both from Angel Investors and from some funds but we haven't disclosed the amount
the fact that we've had amazing traction already uh the fact that our customers love us in a way that most customers don't love products yeah um I think that spoke volumes to our investors and said hey maybe we're onto something
they're not going to help you learn how to manufacture it overseas or scale up your production or deal with quality issues but they do help with recruiting and fundraising and customer development all the things that a hardware company still has to do those things are important as well
YC is pretty well known for just doing weekly um dinners and office hours so that's complimentary
these guys originally launched at disrupt last year
all three of these were at y combinator
I was at demo day actually the first time I went to demo day ever and it was uh quite nice to go there
I have to say like that's if that was any Y combinator and I'm not saying this like if I if you told me this is a y combinator if a y combinator founder or a tech star founder showed the same product yeah I would say yeah that's totally a y combinator or Tech Stars like you know quality level which is really like I think commendable
everybody wanted my model to be like why combinator... you know that they've even pulled back from their scale there too much scale there
why combinator is not going to look at that business
the interesting thing about kind of the whole accelerator market and or bubble is why combinator has been so successful everyone's just trying to create that same thing instead of coming up with their own model
I don't think why combinator is a racist organization anyway but I do think that they have a certain model that's worked for them which is technical Founders which then I think created the appearance of them being maybe favoring a certain demographic Asians whites and Indians let's say
this developer culture was really a why combinator Facebook thing to be totally honest because why combinator took the approach of if you have only Founders who are technical they they'll always be independent of having to hire a developer therefore the cost is going to be so much lower right and the number one issue any founder has if they're non technical is getting technical cofounders right so it was a clever move on their part but I do think it it did create a barrier where hey a female fou
the why combinator people are going to go oh stardex employees know how to do this screw it let's grab them
what will happen is you're going to have all these great people in your organization and they're going to get these kind of offers from you know seoa or Benchmark and Bill Gurley or chamath
you're going to live the life of a monk you're never going to get rich off this I mean you're going to have a sixf figure salary you'll have a comfortable life you're going to live in Stanford are you taking equity in any of these companies you going to be on the board of them do you even get a taste is there do you put Angel money into some of these sometimes
you have created a y combinator coexist M by which I mean stardex stands on the same footing as why nominator and Tech Stars in everybody's opinion I talk to it's as good
I told Sam Alman who's a friend like you may want to rain this in a little bit because if the reason to go and the reason people want to go is strictly to increase valuation that's not a good reason I don't think I think the reason should be you want the help to make a better product to get better Mar product Market fit Etc but to just optimize for valuation it seems like a little bit of a hack
I've seen that happen a lot with why combinat companies of late
having a brand opens doors and it's not just for funding it's for recruiting it's for Partnerships for sales it's a legitimizing factor
they're really excellent at that the the brand and the uh the fundraising and product help
you can get a really significant valuation bump with YC
the YC partners are really excellent at product help
i do think zenefits raised a lot more so i think these are nice developments but they're not earth-shattering they're just really awesome
this is just for them to stay involved with the big companies coming out of their incubator and they're doing 200 300 companies a year or so Bionic that maybe 300 so they're going to need those companies if they hit two unicorns a year let's say the ship one unicorn a year probably one a unicorn a year it's probably a good average one out of three hundred well you know what they need 100 million dollars for every unicorn they hit 50 million 100 million to keep going
I don't think I box out any other VCS I think this is for them to go pro rata
it adds to this narrative which I don't think is a true narrative it's kind of a false narrative that YC is competitive with everybody or YC is to circle the wagon kind of mentality
I don't think either of these are going to have a dramatic impact on the VC market because they're small compared to the large size of the overall VC market and the number of startups have greatly increased and the number of startups that need continuing funding has increased so massively that we still don't have enough funds
we've done very few To None um uh again look we're very good pickers and uh we have a way of looking at businesses and so uh it's not that we would um but we just haven't found the one that's really floated our vot yet
why combinator is necessary but not sufficient and uh I think it's an important part of the ecosystem um I think what it's going to struggle with is whether it is for outside or for inside credentials ... y combinator worked the best in terms of at least value when they were appealing to All The Outsiders and uh I think what they don't want is a bunch of kids who otherwise would have gone to McKenzie and Goldman Sachs now thinking that next step in finishing school is YC instead they want the Dr
how hardcore why combinator is that's right Paul Graham put a knife on one testy right Sam Alman as you described put the knife on the other testy right with Murthy right and were going to cut his gonads off by so to speak Banning yeah the VC
it's part of the reason why y see and I probably have gotten into a couple of little elbow you know like on the basketball court you kind of like elbows go up a little bit is because you care about your companies and if you f with one you f with all I have the same attitude right
demo day is the world's biggest startup options Market
the only real hero in the book is YC and PG to a certain degree
but then every once in a while you get Airbnb or you get a Dropbox right an Uber our an Uber worth more than both of those in times two that's right not that anybody's counting and those companies have made YC's returns right they don't care about all the small companies they didn't care when we sold it's definitely a portfolio system
running an incubator I'd say is from the outside it looks like the easiest money in the ecosystem but what you have to deal with is the overwhelming majority of companies at that stage fail so talking about getting punched in the face every day like Elon Musk you know or Mike Tyson talks about if you run one of those incubators you basically spend 99% of your time on the failed companies right and so many of them fail that your days are just talking Founders off a ledge
I think yiss used to be used to punt around a lot on Founders and like really early stage stuff and so yeah there were basically changed a bit now I think it's it seems like they've gone up a little bit in the funding funnel or whatever you call it that they're a little bit later stage I think everybody has it's just too many too many companies want to go who have finished product so why wouldn't you take a finished product when you could
just lesson there if you get accepted just say yes just never say no of YC okay just why would you say no to anything you can always say no when you get to papering the deal say yes to start
I had a conversation with a company from Y combinator which I think was a major driving force in all this you would agree yes you're noding does want get banned from why commentator by the way update news flash breaking news yesterday I'm at a party yeah I get an email we we'd love to invite you to come to Y comp or demo de and what happened to the ban you were banned I was banned because I was anyway I was banned yeah here the the here's the thing I thought I was banned yeah because I publicly
each YC batch had 12 companies which was like the beautiful like days and now it's like 100 150 companies and I don't think there's like a valuation less than 10 million ... the proverbial needle in the haystack that probably ratio has gotten hundred times worse
so I think that the market and my new kumaras has sort of written about this on his blog it's so about just shifting the investment landscape where you have depreciated world so my new trance Hudson and a few others YC that essentially give the initial capital to build the product to entrepreneurs
sometimes like when women told me she went to like a y combinator event she's a Founder this is a couple years ago and it was all men in the room right so she just felt like a little bit like w there's nobody here like me
to why combinators credit they've really worked on increasing diversity they hold the female Founders conference so people are really trying to change this
the whole issue with companies that graduate from that particular accelerator is you have to be able to make decisions on the spot and I'm I designed it as such right the East put six hundred investors in a room you create this cattle call and the top companies are obvious and there's a bunch of dentists willing to put in 25k check so let's go ahead fill it up with just 50 25 K checks
it's a class of Y Combinator tactic I'll say that though you don't have to but Y Combinator a lot of the companies during the height of the madness were raising at 12 or 15 million or uncapped notes and it was a party round and the explicit instruction was do not give information do not give rights to investors
that would be I think something that would make every knowledge worker ten times more efficient
we have actually 37% of our idea use that use front as a full replacement for their email system
I think this makes people so much more efficient and company so much more efficient
why she's super intense but overall went really well for us
I think it is historically I think Paul Graham had a bad experience with investors so you know everything's always top-down and everybody organization I think because he might have had a bad experience with investors were seeing some early bad behavior he always wanted to disempower or neuter any possibility that the investors would screw with the YC companies which i think and they understand he had good intent right it just got taken to a level of manipulation and trying of trickery right I ju
if you take if you tickle get a Y Combinator company presentation they always have the hockey stick charts yes with nothing on the axis right nothing no metric nothing nothing suspicious there
they make my job harder frankly right because everything coming out of there looks about the same good and the bad right right they're basically trained people to do the total addressable market is trillions that's right the competition is nothing else and here's our first 12 weeks
a company in its last week of its 13 weeks with y combinator changes its business completely doesn't change the slide deck presents and gets money for using the exact same hockey sticks new business
I think if you have a strong network already then they can be they can actually be isolating versus expansive right and I also think that if you have a strong base for you building your own business and attracting your own employees and investors beforehand then you're not gonna get much of value from right if you already have the network if it's your mark pink is doing Zynga that's why everybody knows who you are already we don't really need any extra love
I think just being able to articulate what you're doing that it's in a massive market that you're the right person to do it some of the typical things you probably hear from everyone but also that you like really thought about this so we applied twice the second time we got in the first time I didn't get an interview and I just same idea same exact idea and what was the time difference six months ago three months three months and I think the big difference was like it was clear in the second app
going through Y Combinator was really valuable to us and then we started to get some pretty significant traction while in Y Combinator which is helpful I tell people what was what's so special about going through YC I think YC is different for everyone I mean there's definitely no one-size-fits-all for anything in the world but for us in particular I think it allowed us to really push forward as hard as possible not that we weren't before but it really put this hat on us and then really to optim
they got me a demo day oh I love night demo day irregular they got me a demo day greed alumni and I have a sick advantage
I just thought wow that's an idea that should exist in the world that I don't believe does exist in the world and that could be absolutely huge but I also think most investors will dismiss
it's almost like the Microsoft strategy when they let like a software be pirated yeah office was like yeah if you want to go for it right we're not gonna go and like build an enterprise sales team and I can't shake everyone will talk to you in 10 20 years talk to you in 20 years
the big conversation is not about revenue they big conversation it's it's actually we're thinking about things that will actually decrease revenue potentially because we let go for adoption god the whole the whole equation here is how do we maximize wet flows long-term mission how do we get a lot more people creating more software sooner learn how to do that
we actually had a town hall with excel at web flow and somebody asked that question from our employees yeah and it just hasn't been discussed because they're there typically with a lot of VCs you have like five to seven year old windows sometimes ten your windows for funds with Excel and this particular fund that we're in I mean it's it's the California pension fund it's the Canadian pension fund easy it's in 20 like a hundred year time horizon types of multiply your money
we did clean up the cap table a little bit
that's a great innovation in Silicon Valley letting the founders clean up the cap table take a little second there it takes the edge off for all that suffering and let you go long
I or YC is gonna look at that say yeah no codes I think no we're not gonna be Precious about it being no code yeah you're gonna enable another whole swath of people to participate in capitalism
the ten thousand startups that will exist every year and then next year a hundred thousand and maybe a million mm-hmm that all invest in and YC will invest in and venture capital that catalytic effect is what makes the human species go forward and creates wealth for everybody
you've got the most amazing response that I can remember on the syndicate in terms of the mole to pull of cash that was offered to you
we put 100k in or something when you come to the accelerator you raised a little bit of money coming out of the accelerator or maybe a million bucks or something one yes one point one
I learned in the accelerator about showing market size is really important and showing that travel is not a niche market and that this can scale into other verticals
coming to the accelerator was I think at the breakthrough for the company
the main thing about ISA is that people need to understand about how it's changing the coding bootcamp and potentially the education world in general is that it changes the demographics of your students dramatically...it gives a very strong incentive for a particular subset of the population eg the population that cannot afford roughly $15,000
if you opened it up to all of these people, you have a constant incentive to cheat and to make it look like it's working
If you're into remote work or you're into doing it remote it might be a benefit ... it is not as effective is it trade-off right yeah it's a trade-off
obviously in person works better ... the instructor can react to individual students in a way that instructors in these remote lectures really can't
they asked me straight up whether I thought I would make a billion dollars and I was like no and then they were like okay I think we have our answer ... so basically if you're gonna apply to Y Combinator if they ask you to make a billion dollar company say yes even if you don't believe it
or got you into Y Combinator or TechStars or launch accelerator man that's gonna be amazing for you
it's hard in an up market to raise money because there's so much goddamn noise and you might have 20 competitors going after the same prize ... it might be hard to raise money in a down market because people are investing less and there's less investors
it might be psychologically hard if you're weak if you don't have a fortitude if you're not self possessed if you're soft you might be ... to press that things aren't growing fast enough or it's hard to raise money
your customer acquisition cost which might have been $150 suddenly goes down to 50 well if your profit margin on your product is $75 you were basically unsustainable in terms of using those ecosystems to grow and now you're suddenly profitable well that's what's going to happen and so that is a wonderful thing
a down market is great for a number of reasons the first reason is there's not a lot of competition and that means competition for customers competition for funding dollars in competition for employees and talent
fortunes are built in the down market they're collected in the up market
an economic crisis a good time to start a company heck yes heck yes and it's a great time to be an investor in company
we don't although it's its more common than not that they raise money at demo day but we're not prescriptive you know our mantra is it's your company
I think it's probably a very true statement to sort of be the worst company in YC is a lot harder than being the worst company and TechStars right because you are absolutely or you know the bottom third right because you are good it you know you are gonna get lost a little bit
I think it's my view on it might be a little bit cynical is they've got such a great brand having been there early that they're just leveraging the brand love to cast as wide of a net to catch an outlier and that I really think it does a disservice to the bottom third or the bottom half of the class because my gosh you know like what are your chances of really breaking out if you're not in the top half of the class right you just get lost it's just too many companies and then when you go to the
I think you know it's a big bet on Silicon Valley right because and and so our ability to scale maybe is easier around the world because we can just pop up more in more cities and add 10 at a time if you're going to be restricted by geography the only way to scale I suppose is to increase the class size
I don't think it's right because I don't think it's it's not what we do so obviously I don't think it's the right thing to do if I thought it was the right thing to do we would do that
it clearly works for Y Combinator you know they've had great success
Y Combinator has a great ecosystem there if you want to be in Chicago we have a stronger ecosystem there if you you know are comfortable in the large batch sizes Y Combinator is probably a great answer for you if you want a more intimate experience 10 at a time techstars is better for you
as opposed to my accommodator which is now 150 I mean they break up into groups or maybe 250
people think Y Combinator is the largest accelerator but tech stars in fact is the largest
I think that they've made the right moves
YC taking their programmatic pro rata and they've actually stepped that back so that's actually worked out really well explain that's the right move they were take they were trying to maintain their 7% indefinitely that's right which seems reasonable it's not reasonable it is but the interesting thing was I actually raised that fund you raised the continuation fund higher is the first couple hundred million dollars of the YC continuity fund so
I realized there was like two really interesting points of power one the person who finds a company ie Sean Parker bringing you know Zuckerberg to Silicon Valley and introducing him to Peter Thiel like that person is so powerful that's you or me in this where Y Combinator Paul Graham etc and then the person you'll write the biggest cheque
when I saw you I was like oh they are they're planting the trees I'm running the orchard but this guy's planting trees I didn't know there was another level that's why I was so enamored with what you're doing Daniel and I was like I told my producer Nick I said this is the number one get like even above why see we invited Michael to come on the pod he don't like me but meeting come on but I was like what you're doing is planting an orchard
I've been trying to say upstream near the well and this is what I always talk to people about I if you look at venture capital as a asset class they had this incredible orchard known as startups and they were like you know what tending to these trees is so much work we're out bring us YC tech stars launch accelerator seed funds angel is seedinvest you guys tend to the orchard bring us a bushel of apples we'll pick the best apples and I just thought this the stupidest strategic move ever
I think small funds for folks like us purposely small funds are better because you'll have a higher cash on cash multiple and the bigger funds then we'll push you downstream
especially if you were at Y Combinator previously you got to skim the cream
whereas Y Combinator maybe there are two years beyond you a seed fund might be a year or two beyond that and a series a fund might be five years behind that
I'm an investor in a company called Aurora. Yeah, but that's Cameron. Yeah. Okay, Chris Chris is great and I I was friends with Chris at Google and uh and so that's a great example. So So, Chris was at Google. So, he was doing this. Something happened that caused him to feel like he needed to do it on his his own and he's created 10 billion, 20 billion, 30 billion, who knows how much value doing and and so when the question the overall question is uh why doesn't Google why why didn't Google buy
I feel like they in Arizona, right? They have some mini vans in Arizona driving people around. Yeah, but it But I feel like that it feels like that technology's been stalled out for for five plus years.
Also, those were those are software businesses in large part with YouTube has a hardware data center component, but Google is great at that. Yeah. Building things in the real world uh like making cars, Manufacturing. Yeah. that's a whole there's a reason why GM is great at making cars. It's very hard. Supply chains are really difficult. Yeah. I learned this with Nest.
But then you look at YouTube and Android and both of those have changed the world and become I think those are different. I said those were much smaller startups run by their founders with who are very collaborative Chad and Steve and uh and uh and Rich and Andy and that team were interested in Google's platform as Google was growing itself.
I would say that that that that would have been very challenging for Google to see it through all of those challenges and then to commit to Gigafactories and all the other things that Elon has committed to and to also be the you know, the entrepreneur of the century out there, you know, sort of as the as the front person for the the technology.
I think cared more than startups need to and probably cared more than other companies did. I at the time at least, there was a very real to give the devil his due, a very real sense of responsibility around data, user data, how it's treated.
we've now gotten it to 200 applications to one investment yc is investing in one percent we're now into 0.5
our deal flow is second only to y combinators we're getting 20 000 applications for funding now
you got my combinator over here doing 500 bets and then they've got like a little bit of like they put their extra 350 in at the note so they're kind of getting themselves 10 12 of a company it seems like
Y Combinator is a, I would say net net is a positive thing. I always thought that incubators were a good idea. I really did. I wrote about it when they were out of fashion.
I think it's, you know, I think Y Combinator does get credit, Paul Graham, for saying we're going to invest in developers and they're going to be the, the tip of the spear.
And the idea was you're going to work on it for three or four months. You're going to have 3K each. It was ramen. He called it ramen funding. I'll pay for your ramen and part of your rent. You guys work for three or four months. If it works and it works out great. If it doesn't work, it doesn't work.
In the early days, he had no money. I think he gave 8K per founder. So if you had two founder team like Reddit, he would give them 16K. If you had three people, he would give you 24K. If you had one person, he'd give you 8K.
Y Combinator had a massive influence on the startup ecosystem. I give Paul Graham so much credit.
a bunch of sycophants at Y Combinator who have now decided that the only way to define success is if you beat whatever the previous high score was. It's literally like looking at the Donkey Kong machine and going, okay, this person hit this high score. Anything less than that high score equals failure.
when I was in Y Combinator, someone in my batch sold their company for like, I think, $2 million, like a few months after starting it, which I thought was amazing. Like, holy crap, you could start a company and make millions of dollars in a few months. That's life-changing. Doesn't happen anywhere else. And everybody else around me was kind of like, oh, they sold out way too early. I can't believe they didn't have the right ambition. And that was bizarre to me. And I didn't want my values to bec
you're basically dilute 7% with the accelerator deal, 6% or 7% common.
when we went through YC, YC gave us 120K, whatever it was.
And he is the CEO of retool.com backed by Y Combinator and Sequoia. What a great group of backers.
It's also a negative signal, right? I mean, I've, I've talked to venture capitalists who discovered this sort of Y Combinator playbook.
we went through the accelerator Y Combinator. We initially started by selling to other batch mates and that was pretty effective. Um, and so if you're thinking about doing the accelerator, I think if you're a SaaS company, this is one huge advantage is that, uh, you get sort of this, uh, uh, ready and sort of willing, uh, audience of other startups, uh, that think alike, uh, and are ready to purchase software because they don't want to be spending time building internal tools either.
Congrats on almost $70 million in funding for going through Y Combinator, the best accelerator in the history of Silicon Valley.
yc people had to fly to mountain view spend 10 12 weeks there in like a physical location and yc is totally virtual now and from what i can tell is as good as it was when it was we went fully with the launch accelerator it's
today we talk about uh creator economy and things like that but i actually think like paul graham figured out a lot of the stuff early right he did his essays his essays were the top of the funnel it was like you weren't meant to have a job and then i read those essays and i'm like no no no no oh my god this is great like this is me me yeah totally i mean i was working for peter teal's uh you know startup palantir which is public now which is insane and i read his essays and i was like oh my god
i mean i would argue paul graham was one of the first people to add some software where it's like apply on this website and like two percent of people can actually get into y combinator and right you showed that oh there's actually a lot of space for adding software and then when i got there i built you know their social network which like one in three i see people use every day so i'm like that they're like software things right yeah book it's a joke on facebook it's actually from the office
I would if I really wanted to give credit here, I think Naval and Angel List, and Paul Graham and Y Combinator into a lesser extent.
it's basically one percent of people get into y combinator and so i said listen you know all due respect to y combinator the truth is uh because i do this for a living as well we can't tell the difference between the one percent and the 10th percentile probably even the 20th percentile if i'm being honest which is to say 9 out of 10 or 19 out of 20 people are just as good as the top one person or startup and because companies pivot like i i think uh paul graham said like 50 of people in why come
gary said he gets 45 000 now 40 45 000 applications so we're kind of right behind them they accept one percent i think they do 450 startups a year still 200 something per bat and we do a fraction of that we do 25 of what they do we're 50 basis points of application pool they're one percent that kind of i think is the right number
y combinator certainly has a strong brand but you've even seen them rise in the number of positions they've had and then pair it back down
uh for a a venture firm it is possible for uh somebody who has programs like y combinator 500 startups tech stars or launch and what we're doing with founder university so we're trying to have enough of a base of companies that we can hit unicorns early early in the life of uh startups maybe you could predict that one in 100 one in 50 perhaps
TopTal is the Y Combinator company. I think it was a YC company that used the safe created by YC. And YC knew that this was an edge case. There was a possibility, which is you never convert the equity. You just pull all the money out of the business. You build a giant business. And then those investors are screwed. And the TopTal investors got screwed really bad.
that's when y combinator had their um fund which was their um growth fund continuity right they came up with the term continuity for it weird terrible name actually um because it gives the impression that it's not as cutthroat as it is and that everybody gets one which i think is why gary probably got rid of it
it's just a y combinator knockoff
The vast majority of YC startups are just an idea with no revenue, just an idea with no revenue. 25 million is a pretty crazy valuation to ask for, for just an idea with no revenue.
His response about don't worry about YC 7% equity take is a good comment... any of these programs that 7% gets made up for in the valuation you get, if you go raise money after, whether it's our program or his program or any program
Gary Tan... says that the vast majority of YC startups start with just an idea or with no revenue, meaning that they are younger at Demo Day age and the other startups raising similar rounds. So he thinks that the ARR comparisons that Nicole put up are a little bit specious... but no matter how you slice it, you're still paying quite a lot for not a lot of revenue.
If you're raising a $25 million valuation caps, if this data is directionally correct, and I believe it to be, with 100 in ARR, it's 250 times revenue. So if you wait one year, that company will have spent that $3 million or much of it, they'll have gotten to 300K in revenue. And if they do a $25 million round, now they're still at 100 times or 90 times revenue, which is still extraordinary.
People like Nicole do not have a big enough staff to sort through the 20,000 applications we get, the 50,000 that Y Combinator gets, the 40,000 that Techstar gets.
If you get accepted to Y Combinator, go. If you get accepted to Launch, go. If you get accepted to Found University, go. Antler, Techstars... if you can get into one of these programs, they act as a filtering mechanism for people like Nicole.
You will pay 5X net net on the valuation to the ARR performance.
The majority of unicorns in Silicon Valley did not go to Y Combinator. They didn't get backed by Sequoia and they didn't get backed by me. That's just the nature of how big our market is.
You're going to get essentially here, half the price for triple the performance, which is six X leverage, but let's just call five X leverage on every dollar invested. This is why a lot of folks have opted out of the YC game because there are a lot of dentists and a lot of folks coming to Y Combinator demo day who are, you know, maybe not as entry price discerning.
What Y Combinator has done is what Harvard has done. They've created incredible brands that people are willing to, um, pay for value or proceed value.
This is like literally the top 10% or 5% of startups, you know, coming out of Y Combinator, Launch Accelerator, Techstars, et cetera, Antler.
She grabbed some data from the Y Combinator spring 2025 batch. And then she looked at a number of non YC pre-agency companies from around the same era. And she found that from the YC cohort, the average round size, 3 million average cap on their safe notes was about 25 million and their average AR just over a hundred K for non YC precedency companies at around the same time, average round size, 2.4 million smaller average valuation cap on their safe 15 million, much lower. And their average ARR
There's very few J-Cals and Y-Combinators out there taking flyers on teams. I'll just be totally honest about it.
it's my job to find companies before they go to Y Combinator and the ones who are in that second, third, fourth, and then be able to buy three companies for the price of one YC company.
they have a selection process that only accepts 1% like Harvard. So if you're only selecting great founders, you know, you do get less, I think, you know, mistakes in the portfolio as it might be like people who just aren't cut out to be a founder. So there is that. So you are paying for value.
a lot of these Y Combinator companies are coming in only having raised YC and maybe like a hundred K in angel checks. And so like you're paying up for like their velocity as well. It's like, they went through the YC program and like got to 200 K in ARR in like a much faster time period than another company.
I think that they have built such an incredible brand in the ecosystem. Like YC is like, you could go like talk to someone in the Midwest and they'd be like, or like a family office in the Midwest and they'd be like, yeah, like I know YC, like I, you know? And so I think that there is like a global brand element that they've done like an incredible job building.
this basically shows 5X leverage to invest in seed, seed companies, pre-seed companies that don't go to YC. That actually tracks my lived experience.
I would say the other piece of this puzzle is that nobody ever talks about the bottom third of Y Combinator companies that don't clear market. So all these statistics are so massaged. I trust none of them. I don't trust any of this data that we pull up here because the game I see on the field is selective, um, data sets.
nothing against YC. We, we don't really compete with them because we accept less than 1%. They accept less than 1%. You know, we, there's just plenty of people. If you want to make 125 K bet on them in an accelerator.
The issue is if the valuations are that overpriced, which you have to ask yourself in one year, when they come back to market to raise their next round, what will the valuation of those companies be?
I just don't think the math at Y Combinator mats for seed funds
YCs, I mean, depending on like how you think about YC, I kind of consider is like premium pre-seed, I would say.
I'm going to YC demo day later this afternoon. And they, I think most of the companies in the batch have been told to like, you have to hit like 200K in MRR... they're like a pretty good signal to look at for like how the market is moving with regards to the targets that they're setting.
which is why I think Y Combinator has done so well with technical founders, because people can just get stuff working, and it's just extreme advantage.
maybe they own like 450 million, I mean, that's extremely ballpark on YC, but obviously, it's a great return.
I think the standard YC is like owning, like three and a half percent, probably
this guy Casar Unis at YC, I think, you know, was sort of a big proponent of theirs there. And he introduced this. So Ben Ling was at Coastal Adventures, and he was sort of just, you know, going through the YC portfolio.
GitLab comes out of Y Combinator, you know, years after the founding of GitHub.
And remember TopTel, they never raised another round of funding. This was something that was pointed out to Y Combinator when they came up with this safe, which is not safe for investors. And investors never got their money back. They never converted into equity. And it's just sitting out there. And this was always the criticism of the safe was this is kind of like a made up instrument that has some flaws in it. And at some point, somebody will abuse it because it won't have a conversion date, c
So a safe was made by Y Combinator. It's very founder friendly. It's not very investor friendly. There are some flaws in it around the conversion date. So this was introduced by YC back in 2013.
But you're going to that 12 week program six in our case 16 weeks, and you're getting that halo of hey, Y Combinator or J Cal or whoever has invested in the company, Techstars, they had a filtering process. So downstream investors go, Okay, if you've been through Y Combinator, we'll pay a little more for those companies.
come to launch accelerator, we'll give you $100,000 for 6%, or it's I think 125 for 7% at Y Combinator, that implies about a $2 million valuation, which is very low.
So when somebody graduates from Y Combinator, you know, they're gonna be worth 12, 15, $20 million, and they probably have unpaid pilots.
dishonest argument or a poorly constructed one
in emerging markets they raise at lower valuations okay so now if they raise at 4 million in that example ycombinator owns 15
here's ycombinator saying we're gonna put this money we're gonna make that bet
you got to give them a lot of credit for going international
yc has pretty good diversity stats compared to where they were and they started in the valley started actually yeah and their international stats are tremendous so like people never want to give yc credit because they're so successful but man i give them a lot of credit for giving more money to founders at whatever terms the best terms they can
yc entering that market creates more competition now the local people
the fact that yc is so aggressively going to india and africa
the fact that yc is there is a huge net positive for those founders in those emerging markets
what if they never raise and then you got the safe sitting out there forever that creates problems and what if they can only raise at a very low valuation then this takes up a lot of the rounds and that can cause a screwed up dynamic so if they can only raise that four million and yc is getting 10 well the other investors got to get 10 or 15 or 20 so now the cap table is really getting watered down at a young age for the company so that's a little bit of a trap there
in a way yc is copying what i did six years ago i said we'll give you 25k now 25k when you graduate at whatever valuation you can get and then i'll put you out to my new syndicate which will raise 125 to you know 350k depending on how good you are and a lot of companies actually did that so and people picked us because of that
now we're seeing not just seven percent of it go to yc but you know 10 to 15. what that means is who was getting the numbers between 7 and 15. it was friends and it wasn't friends and family typically it would be seed funds power angels uh you know people putting in 100k check a 250k check and so yeah they they are knocking one or two of those if there were three or four of them in a round out
y combinator partners y combinator alumni friends of y combinator pick off the top 10 percent of graduates before they go to demo day
full stop because they didn't put a number on it and you can go to market with 375 of your million dollars 37 percent already accounted for and once you have over 50 60 of your round full man does it close quickly because people start to realize the train is leaving the station
so that's what's happening here um and for if you're a company it's a great deal
okay so first of all i would say why is y combinator doing this this is an ownership play
y combinator announced they will now invest five hundred thousand dollars in startups this is an increase and it has caused a little bit of friction with seed investors
everybody who's in the venture community who's jealous of them getting 7% of a company for 100 grand.
I will come out in the coming months, and I'll announce, we have a better deal than Y Combinator.
with Y Combinator, with them doing like this $375,000 blind bet, like we had done that previously, I think we influenced them. And now I'm looking at it going wait a second. Okay, now they're making that guaranteed.
competitors of people they've already invested in. They do it on the regular. So the evidence is different. Now, if you look at Hacker News, if you consider Hacker News, the YC alumni social news site, it's like a subreddit of YC founders. That's what it is. It's 70, 80, 90% YC founders, they all know each other. It doesn't say Y Combinator on the site, really, except for the URL. But you can be sure the mods, it's run by YC, it's controlled by YC. So yes, anything with Stripe. Now, is it coordi
Now why Combinator? Actually, it's kind of false why Combinator wanted to accept in the second time why Combinator bets on all kinds of conflicting people. In fact, that's created a little bit of controversy. So if you're Airbnb or Stripe, and 20 different people come in who want to compete with Airbnb, Stripe that why Combinator is going to accept you. And if you create the why the companies in outside the US that compete with Airbnb and Stripe, they'll bet on you as well. And that has been a p
and of course you're going to get some company to come along and buy your company that's not doing that well so you can get your returns and i mean look it's a whole it is no conflict no interest no conflict no interest this is the opposite of everything you
and yc is an accelerator that works for some companies and not for all of them
i had a venture capitalist years ago be like i think you should take a look at why combinator and whether it's a net negative for the valley in general because every once something has enough influence yeah and power then of course they can seem like the bully in the room and it doesn't mean they didn't build that influence legitimately
if you do drill in on a yc company and they have 10 customers and you find out seven of them are from yc i would discount all seven yeah okay so i would say those seven don't count baby mob it'd be like it's not much just a club look it's a club let's call it what it is
when people do diligence on a yc company it might be wise and people have told me to discount their sales numbers or to drill into them and find out if there's a little favor bank going on here where let's say 10 yc companies pay for your product you pay for their product this is called round tripping in the industry
but what i will say is they because of their reputation a lot of the new investors uh not the old investors get kind of sweeped up in it so if you're a dentist or a lawyer somebody from outside the industry you kind of have felt like over the last years it's a safe bet to bet on a yc company and so you'll pay a higher price you won't review the documents and you make a quick decision so he's absolutely correct
y combinator will put you in front of hundreds of investors at demo day that's true he's like yeah sure that happens but no it's not unique nearly every accelerator does this including for example ours and there's only seven of you so he says sure yc might have more investors but it is simultaneously the hardest accelerator to stand out in given the outlandish batch size the demo day is kind of a joke
valuation by more than 10 to 14 percent that part of the problem is the batch size is 400 which seems to get to both of those issues right potentially the valuation thing because they're just pumping them out by the hundreds literally and how could you possibly give personalized advice
just diluted so this is probably true
he's being intellectually dishonest on that one so in that first one he's saying yc's name will raise valuation by more than seven percent is the most accurate not the 10 to 14. it's a subtle point but that last 375k is that market rate not at the seven percent rate
i can tell you as a first-time founder you're going to have a much easier time raising money and your company will become worth more than seven percent more valuable so that's a pretty easy calculation to make
oh yeah absolutely i mean someone's going to own 10 to 15 percent either way this way the funding is guaranteed you know exactly who owns your 10 to 15 percent correct you're off to the races the only question i guess i i have and maybe ryan has too is could you have gotten more money for the 10 to 15 percent if you went to the open market is this like the easy choice that's a bit of a discount and
You might've noticed why Combinator did something similar six years after I came up with this concept. ... a lot of seed and angel funds that were, you know, feeding at the trowel of Y Combinator. You saw them all freak out when that announcement came out. Like, oh, wait, I'm putting 350, 500 K in. Now, if there's four of those slots and Y Combinator just took one, I now have a 33% less chance or a 25% less chance of getting one of those slots.
founders they should play these uh programs off of each other you should try to get into techstar sequoia yc uh and launch accelerator
yc you know investing more money in these companies is going to be the future
no one is immune, right? Like Y Combinator is not immune.
apparently the summer 2022 batch only includes about 250 startups. YC said the reduction in batch size was due to the macroeconomic downturn changes in the venture funding environment.
But maybe they're looking at it saying, well, will we be able to raise another billion dollar fund and keep up this pace, right? Because if they were going at this pace, and they had the budget to fund 1400 startups under the new standard
And then when they raise the minimum investment, it got more expensive, you know, the way that works is you get 125 for 7%. And then I think they put the other 375 in at whatever your terms are when you graduate, which by the way, is what I created, you know, seven years ago with the launch accelerator. So they got that idea for me. And it's a great idea to give myself credit for it. Because a lot of times when you graduate, giving them more money, you know, helps grow the company, and you can g
it was clearly way, way too big, right? I mean, 800 out of every single possible startup all year long is still probably a relatively small number. But it's not it certainly doesn't feel like wildly exclusive at that point. So it sounds like they got too big, maybe unmanageable.
the effect of the tech bubble in the 90s was... and so founders ages went down right at the same time that funders ages went up and that i think exacerbated this culture clash uh which was expressed both through the founding of y combinator which was a sort of revolt against the big check vc dim
there's no difference between the 1.5% they accept, and the next 15%. Probably the next 50%. If I'm being honest, nobody's that good of a picker. There's no difference between the 1% that get into Harvard and the top 50% that apply. We all know that, right? I mean, it's, we all can agree on that. Like the top 50% of people applying to Harvard, they're all excellent. They're all extraordinary. And they all deserve some investment and support.
So this is not true what Gary Tan is saying. Product market fit is the most important thing in startups. But it doesn't trump valuation.
If you raise 5 million on 25 million, aka a YC company, that's I'm adding that part, you have to smash it and really smash it to get 1.5x on that valuation within 18 months.
you should be thankful to YC for starting these companies. And then you should deploy strategies for investing in them when you think the price is appropriate. If the price is too high now, they're going to raise money five times more. So build a relationship with the founder, and then play the long game.
Whereas people who are normal startups, non YC startups, that don't do this high pressure tactic have the demo day thing, do the party round where there's no VC setting the price. So you don't know how the price discovery happened. If you're at five or 10 million, you get the product to market, you get to a couple 100,000 revenue, now you're gonna get 20 million. So you're, let's call it $7 million valuation, you get 500k revenue, now you command the $20 million valuation. So you tripled your va
if Y Combinator is bringing you pre vetted companies, remember, they only accept one and a half percent. That's like going and hiring people from Harvard Business School, or Stanford GSB, you've used Stanford or Harvard as a filtering mechanism. So you don't have to, but it's the person coming out of Harvard GSB or Stanford, I'm sorry, Stanford's GSB program, or Harvard's MBA program, are they the same price as somebody coming out of Fordham's MBA program, or an MBA program from a university in
you would be able to invest in five companies at, I would say, on average, half the valuation of a YC company, which means you would essentially be like investing in 10 companies. So you can invest in 10 companies for the price of five YC. And I can tell you, in that process, you would find companies that are equally good
And I'll be honest, a lot of neophytes, when I've gone to demo day, it would be like, maybe 20% people in the industry, and then 80% people who are somewhat new to the industry, and those folks are going to make bets in a pretty frisky way, I would say it's kind of like new poker players, they can play a lot of hands, they, you know, they're kind of predictable, they may not be as savvy.
they all put out the front that hates closing, and they do some unnatural acts in terms of getting people to close, they might do increasingly high valuation.
on demo day, they do this thing called a handshake protocol. It's kind of I wouldn't say high pressure, but it's high pressure.
YC is now a worldwide program, we do English language startups, because they don't have many multilingual people. And we don't have people on the ground and other regions. So we don't do startups in India, or Japan, or China.
they claim YC and I don't have any reason to doubt them 20,000 applications, the most ever 1.4% accepting rate, so it's actually gone down and 52% accepted with just an idea and no product 77% accepted without revenue.
In truth, the amount of work it takes to run accelerator is I kid you not 20 times the amount of work it takes to be a seed investor, an angel investor, or a venture firm 20x, the cost, the time, the effort, it is a massive amount of money.
the investment community resents Y Combinator because they get to invest at a $2 million valuation, right? They put in this money at a $2 million valuation. It's a great deal for YC.
Y Combinator has had an ethos of being a little adversarial on the margins with the investment community.
Y Combinator companies getting $20 million valuations when non-YC companies with the same amount of traction are commanding $5 or $10 million valuations.
we were voted by Y Combinator. So each batch, they rate like the best company like halfway through and at the end, and we were rated the best.
I also want to give credit to Jessica, because I think Jessica thought, I remember Paul and Jessica said later, they thought we were like cockroaches. And I think they mean it in a good way, that it was like an investment nuclear winter. And in a nuclear holocaust, the only thing that survives are cockroaches. And the only thing that would survive an investment nuclear winter would be the founders of Airbnb, we said we won't die, no matter what happens. And so they basically funded us because we
He said something like, I guess if you can convince people to pay $40 for a $4 box of cereal, then maybe you can convince at least some people to stay in each other's homes. And he ended up admitting us to Y Combinator.
And then Justin Khan says, I'm going to email Paul Graham. And he ends up emailing Paul Graham. And he goes, is this deadline? Definitely, definitely over. And Paul Graham says, I will extend it to midnight tonight.
A lot of folks, including YC, they don't want people, they don't want the investors to have ball control. They would rather see you do smaller rounds. They kind of advise against this.
In our accelerator, we take great pains to explain to our founders, and we love a good hacker. We love somebody who can, you know, bend the will of the world to their vision. But we tell people, when you are doing something for a selfish reason, so for your own gain, like, you know, there was an issue where Zenefits was helping people hack their insurance licenses, right? And this was like the big battle at that company. And the founder, Conrad Parker, I got that right? Yeah. He got ousted. He d
Uh, the area of Y Combinator specifically, um, and, you know, startups generally can attract hackers. In fact, Elizabeth, on the application for YC, they asked this very specific question, which is like, tell us sometime you hacked something. And when Paul Graham talks about, you know, uh, Sam Altman, he was like, oh my God, he was such a hustler, a hacker, you know, got through all these things. There is a hacker culture, white hat, black hat, gray hat in between. So I guess we have to also thi
Therefore, who does invest? Y Combinator, Techstars, Antler, A16Z, Pear, has a great summer program. Sequoia has ARC. I have Founder University, Launch Accelerator. Go to those programs first.
You were brain dead by 50. You were about to shoot yourself by 75, and the last seven were just, you know, whatever.
And I don't think it's good for them. Zombie companies, people would call them. Yeah, zombie companies with $150,000 in the back, yeah.
The issue, though, as more and more cash was made available to YC companies and ended up with $150,000, you know, free money, no questions asked, is that you started having startups that were just, you know, two people and lasting for a year or a year and a half, iterating on their ideas. And, therefore, a bunch of YC companies became, like, not really dormant, not really doing anything.
At the same time, if you look at the performance of YC as an investment, it's actually been really, really good. And the guys who invest in YC are going to make, you know, bank.
And so the whole notion of funding by default all those companies was sort of strange.
Like Y Combinator, Incubator that I went through, they set this up and I think over time we'll get more people looking at this, but it's still kind of new.
the most elite startup accelerator incubator
And literally Michael Siebel at Y Combinator told people that great investors, the opposite of what you're saying, don't think about it, shut up and send their money and move quickly. And don't think about returns. Just think about, this is literally what Michael Siebel said at their angel thing. It's like the worst advice I've ever heard. Just think about how great it will be to brag when you put a 250 K check into a company. And I was just like, this is terrible advice. And I realized everythi
here, you've got YC, and they've locked up the early part, we're picking off good chunks of the early part.
In the early days, it was very easy to criticize Y Combinator. And I said this to like, zero public companies. So let's pump the brakes on like, why how important Y Combinator is until, you know, they get some companies and some numbers on the board. And they have, you know, you can't have 3500 companies in the game we play and not have some big wins.
And to be clear, it's working. They've invested in over 3500 companies. They've got eight unicorns. I think it's way more than eight.
And that's why people get so bent out of shape about Y Combinator. They have control. They're locking up deal flow, you know, and that's it.
I saw in my feed when I woke up, a new CEO of YC, friend of this pod, Gary Tan.
the most cynical thing I've heard people say is that they manipulate investors. And so how do you do that? We have a demo day, you put high pressure tactics on people, you have to sign or the valuations going up and teach founders how to manipulate investors.
YC's got a much more well known brand
I think the big innovation for Techstars and for Paul Graham's YCombinator and David Cohen's Techstars was they didn't come up with the ideas, and they took a very small percentage of it.
Techstars and YCombinator started at the same time, they both get equal credit for this revolution.
people complaining about YCombinator generally is people being jealous of the fact that YCombinator gets to invest at a $2 million valuation, and they get first bite of the apple with a lot of great startups.
YC, of course, incredibly influential.
people seem very excited that Gary Tan is going to reinvigorate it in as much as it even needs it.
When so much money came into the system and YC, in some ways, a victim of their own success because so many people want to go there with status, that it became a bit of a competition to see, and I've got to be, you know, judicious here with my comments, but I think the posture changed from, wow, these angels really are angels in that sense. They're putting their money on the line. And they know it's a 90% chance they get nothing back to, hey, how can we manipulate a bunch of dentists and high ne
when I did Segment, for example, Y Combinator was itself brand new. There were like 30 metal chairs that were folding chairs. And Paul Graham, he would open them up. And Paul Graham was running it. And I did Segment at a $5 million valuation. So YC deals were priced that way, so much cheaper.
And that maybe the class size at YC has expanded a whole bunch. And maybe that's part of the problem
And you'll notice there's not a lot of companies from the recent cohorts out of the 50 companies featured. Only three are from the classes after 2020, most of them being from the early 2010s.
VentureSignalScore 10.2/100 for y-combinator, composed from 2 of 4 components (emerging formula), discounted ×0.85 for 50% signal coverage
| Component | Weight | Normalized | Contribution |
|---|---|---|---|
| funding_recency | 0.2 | 0 | |
| funding_magnitude | 0.3 | 0.2 |
funding.round.announced_on 2010-12-16 artifact ↗ funding.round.amount_usd 2010-12-16 artifact ↗ An evidence gap, not proof of falsity: Form D is not always required (foreign offerings, certain exemptions) or may not be filed yet.
A first sale, a filing, an amendment and a public announcement are not the same event, and one date may not stand in for another. Where the latest financing date cannot be established from what we hold, this says unknown rather than substituting a date we do have.
No reported round and no SEC filing on record — no financing date is established.
Gray-market attention, not quality. 49+ HN mentions (peak 1421 points). Claim-shaped headlines are rumors until corroborated — a Tier-3 factual claim carries no evidentiary weight on its own. Risk drivers: heavy gray-market attention. ▲ 1421 Happy 20th birthday, Y Combinator 2025-03-11 ↗
| Attribute | Value | Kind | Source | Observed | State | Conf. |
|---|---|---|---|---|---|---|
common_name | Y Combinator | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
common_name | Y Combinator | observed | artifact ↗ | 2026-07-24 | normalized | 0.60 |
community.hn.max_points | 1421 | observed | artifact ↗ | 2026-07-18 | normalized | 0.20 |
community.hn.mentions | 50 | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.mentions | 49 | observed | artifact ↗ | 2026-10-08 | normalized | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | superseded | 0.20 |
community.hn.rumors | [{"url": "https://news.ycombinator.com/item?id=5059806", "title": "Y Combinator is funding the future of spam in Windows", "points": 1065, "created_at": "2013-01-15", "evidence_type": "rumor", "verifi | observed | artifact ↗ | 2022-08-03 | normalized | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2026-07-18 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2026-08-16 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | superseded | 0.20 |
community.hn.top_story | {"url": "https://news.ycombinator.com/item?id=43332658", "title": "Happy 20th birthday, Y Combinator", "points": 1421, "created_at": "2025-03-11"} | observed | artifact ↗ | 2025-03-11 | normalized | 0.20 |
description | Sam Altman, CEO of Y Combinator, is aggressively seeking access to startups' innovations. | observed | artifact ↗ | 2026-07-18 | normalized | 0.60 |
description | Y Combinator created a new model for funding early stage startups. Four times a year we invest in a large number of startups. | observed | artifact ↗ | 2026-07-24 | normalized | 0.70 |
domain | www.ycombinator.com | observed | artifact ↗ | 2026-07-24 | normalized | 0.95 |
funding.round.amount_usd | 1100000 | observed | artifact ↗ | 2019-09-17 | normalized | 0.50 |
funding.round.amount_usd | 150000 | observed | artifact ↗ | 2014-07-01 | normalized | 0.50 |
funding.round.amount_usd | 150000 | observed | artifact ↗ | 2011-05-14 | normalized | 0.50 |
funding.round.amount_usd | 10000000 | observed | artifact ↗ | 2010-12-16 | normalized | 0.50 |
funding.round.announced_on | 2011 | observed | artifact ↗ | 2011-05-14 | normalized | 0.50 |
funding.round.announced_on | 1998 | observed | artifact ↗ | 2010-12-16 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2014-07-01 | normalized | 0.50 |
funding.round.stage | seed | observed | artifact ↗ | 2011-05-14 | normalized | 0.50 |
funding.round.stage | series_a | observed | artifact ↗ | 2010-12-16 | normalized | 0.50 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": -3, "comparator": "lte"}, "prediction": "But maybe they're looking at it saying, well, will we be able to raise another billion dollar | derived | calc | 2026-08-12 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "the ten thousand startups that will exist every year and then next year a hundred thousand and | derived | calc | 2026-09-18 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "that would be I think something that would make every knowledge worker ten times more efficient | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "I imagined that it would become sort of what in fact I imagine probably it would become even bi | derived | calc | 2026-09-19 | derived | 0.70 |
hypothesis | {"criterion": {"attribute": "score.venture_signal", "threshold": 3, "comparator": "gte"}, "prediction": "this is what Innovation is about you know what everybody says like oh you got to be in silken V | derived | calc | 2026-09-20 | derived | 0.70 |
index.ai_tie | AI_ADJACENT | observed | classify | 2026-07-25 | derived | 0.60 |
metric.venture.funding_amount_usd | 1100000 | derived | calc | 2026-09-18 | superseded | 0.50 |
metric.venture.funding_amount_usd | 150000 | derived | calc | 2026-09-19 | superseded | 0.50 |
metric.venture.funding_amount_usd | 10000000 | derived | calc | 2026-09-20 | derived | 0.50 |
metric.venture.funding_recency_days | 5741.2787 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.2981 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.3075 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.3495 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.3555 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.359 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.386 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 5741.3964 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.4013 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.4275 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.4801 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.5635 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.5857 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.6272 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.6626 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.7672 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.8676 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10489.9658 | derived | calc | 2026-09-20 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.0627 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.1593 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.2566 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.3544 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.3729 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.4711 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.5712 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.6697 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.7677 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.8662 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10490.9652 | derived | calc | 2026-09-21 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.0626 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.16 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.2576 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.3568 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.4555 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.568 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.6675 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.7663 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.8657 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10491.9658 | derived | calc | 2026-09-22 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.0643 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.1626 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.261 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.3619 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.4616 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.5639 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.6641 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.7636 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.8636 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10492.9645 | derived | calc | 2026-09-23 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.0637 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.1627 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.262 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.363 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.4634 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.569 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.6718 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.7718 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.8731 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10493.9747 | derived | calc | 2026-09-24 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.0746 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.1744 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.2746 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.3765 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.478 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.579 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.681 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.7817 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.8839 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10494.9875 | derived | calc | 2026-09-25 | superseded | 0.50 |
metric.venture.funding_recency_days | 10495.0464 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 10495.1945 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 10495.3615 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 10495.5521 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 10495.7208 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 10495.8895 | derived | calc | 2026-09-26 | superseded | 0.50 |
metric.venture.funding_recency_days | 10496.057 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 10496.2246 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 10496.3928 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 10496.5604 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 10496.729 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 10496.8982 | derived | calc | 2026-09-27 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.0678 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.3553 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.4238 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.4456 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.5928 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.7626 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.9476 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10497.9584 | derived | calc | 2026-09-28 | superseded | 0.50 |
metric.venture.funding_recency_days | 10507.8891 | derived | calc | 2026-10-08 | superseded | 0.50 |
metric.venture.funding_recency_days | 10510.1086 | derived | calc | 2026-10-11 | superseded | 0.50 |
metric.venture.funding_recency_days | 10511.0402 | derived | calc | 2026-10-12 | superseded | 0.50 |
metric.venture.funding_recency_days | 10523.506 | derived | calc | 2026-10-24 | derived | 0.50 |
platform.index_excluded | true | derived | calc | 2026-09-28 | normalized | 0.99 |
registry.signals | [{"claim": "CB Insights reports that SpaceX is pursuing a $60B deal involving Cursor, Meta is investing $900M in Cred, and Y Combinator is betting on energy infrastructure, alongside coverage of three | observed | artifact ↗ | 2026-07-19 | normalized | 0.60 |
score.venture_signal | 0 | derived | calc | 2026-09-18 | superseded | 0.26 |
score.venture_signal | 10.2 | derived | calc | 2026-09-20 | derived | 0.34 |
sector | emerging | derived | calc | 2026-08-08 | normalized | 0.50 |
signal.attributed_claims | 12 | observed | intelligence.claims | 2026-09-26 | parsed | 0.90 |
signal.commentary | {"context": null, "run_ref": "01KY4CMKAH6WSA4WV0D948X74F", "signals": [{"quote": "And you'll notice there's not a lot of companies from the recent cohorts out of the 50 companies featured. Only three | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KY4CMKAH6WSA4WV0D948X74F", "signals": [{"quote": "And that maybe the class size at YC has expanded a whole bunch. And maybe that's part of the problem", "stance": "bear | observed | artifact ↗ | 2024-09-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMB2YDV1E3BF9HBMSR6G66", "signals": [{"quote": "when I did Segment, for example, Y Combinator was itself brand new. There were like 30 metal chairs that were folding | observed | artifact ↗ | 2026-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYCMB2YDV1E3BF9HBMSR6G66", "signals": [{"quote": "When so much money came into the system and YC, in some ways, a victim of their own success because so many people wan | observed | artifact ↗ | 2026-01-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "people seem very excited that Gary Tan is going to reinvigorate it in as much as it even needs it.", "stance": "bullis | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "YC, of course, incredibly influential.", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Cal | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "people complaining about YCombinator generally is people being jealous of the fact that YCombinator gets to invest at | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "Techstars and YCombinator started at the same time, they both get equal credit for this revolution.", "stance": "bulli | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "I think the big innovation for Techstars and for Paul Graham's YCombinator and David Cohen's Techstars was they didn't | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "YC's got a much more well known brand", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jason Cala | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "the most cynical thing I've heard people say is that they manipulate investors. And so how do you do that? We have a d | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "I saw in my feed when I woke up, a new CEO of YC, friend of this pod, Gary Tan.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "And that's why people get so bent out of shape about Y Combinator. They have control. They're locking up deal flow, yo | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "And to be clear, it's working. They've invested in over 3500 companies. They've got eight unicorns. I think it's way m | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "In the early days, it was very easy to criticize Y Combinator. And I said this to like, zero public companies. So let' | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYDE7DXN48ZAZCMAWA4ZYFTQ", "signals": [{"quote": "here, you've got YC, and they've locked up the early part, we're picking off good chunks of the early part.", "stance" | observed | artifact ↗ | 2022-08-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYEPVRJHWG0BSCP7Z7FPHEYD", "signals": [{"quote": "And literally Michael Siebel at Y Combinator told people that great investors, the opposite of what you're saying, don | observed | artifact ↗ | 2019-04-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF4ZZ2KYXY56Q06381JP407", "signals": [{"quote": "the most elite startup accelerator incubator", "stance": "bullish", "signal_class": "assessment", "speaker_name": "Jas | observed | artifact ↗ | 2014-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF4ZZ2KYXY56Q06381JP407", "signals": [{"quote": "Like Y Combinator, Incubator that I went through, they set this up and I think over time we'll get more people looking | observed | artifact ↗ | 2014-09-30 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF8DFYTFK1YGQXK2AYG70K4", "signals": [{"quote": "And so the whole notion of funding by default all those companies was sort of strange.", "stance": "bearish", "signal_ | observed | artifact ↗ | 2012-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF8DFYTFK1YGQXK2AYG70K4", "signals": [{"quote": "At the same time, if you look at the performance of YC as an investment, it's actually been really, really good. And t | observed | artifact ↗ | 2012-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF8DFYTFK1YGQXK2AYG70K4", "signals": [{"quote": "The issue, though, as more and more cash was made available to YC companies and ended up with $150,000, you know, free | observed | artifact ↗ | 2012-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF8DFYTFK1YGQXK2AYG70K4", "signals": [{"quote": "And I don't think it's good for them. Zombie companies, people would call them. Yeah, zombie companies with $150,000 i | observed | artifact ↗ | 2012-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYF8DFYTFK1YGQXK2AYG70K4", "signals": [{"quote": "You were brain dead by 50. You were about to shoot yourself by 75, and the last seven were just, you know, whatever.", | observed | artifact ↗ | 2012-12-18 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KYHFV825KHMCVW0DBAB8WVFA", "signals": [{"quote": "Therefore, who does invest? Y Combinator, Techstars, Antler, A16Z, Pear, has a great summer program. Sequoia has ARC. | observed | artifact ↗ | 2026-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZATS7V5HCX7DWH77CJ7D120", "signals": [{"quote": "Uh, the area of Y Combinator specifically, um, and, you know, startups generally can attract hackers. In fact, Elizabe | observed | artifact ↗ | 2026-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZATS7V5HCX7DWH77CJ7D120", "signals": [{"quote": "In our accelerator, we take great pains to explain to our founders, and we love a good hacker. We love somebody who ca | observed | artifact ↗ | 2026-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZATS7V5HCX7DWH77CJ7D120", "signals": [{"quote": "A lot of folks, including YC, they don't want people, they don't want the investors to have ball control. They would r | observed | artifact ↗ | 2026-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2H0JMYTVY16ZV87DPF25N", "signals": [{"quote": "And then Justin Khan says, I'm going to email Paul Graham. And he ends up emailing Paul Graham. And he goes, is this d | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2H0JMYTVY16ZV87DPF25N", "signals": [{"quote": "He said something like, I guess if you can convince people to pay $40 for a $4 box of cereal, then maybe you can convi | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2H0JMYTVY16ZV87DPF25N", "signals": [{"quote": "I also want to give credit to Jessica, because I think Jessica thought, I remember Paul and Jessica said later, they t | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZP2H0JMYTVY16ZV87DPF25N", "signals": [{"quote": "we were voted by Y Combinator. So each batch, they rate like the best company like halfway through and at the end, and | observed | artifact ↗ | 2023-05-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "Y Combinator companies getting $20 million valuations when non-YC companies with the same amount of traction are comma | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "Y Combinator has had an ethos of being a little adversarial on the margins with the investment community.", "stance": | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "the investment community resents Y Combinator because they get to invest at a $2 million valuation, right? They put in | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "In truth, the amount of work it takes to run accelerator is I kid you not 20 times the amount of work it takes to be a | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "they claim YC and I don't have any reason to doubt them 20,000 applications, the most ever 1.4% accepting rate, so it' | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "YC is now a worldwide program, we do English language startups, because they don't have many multilingual people. And | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "on demo day, they do this thing called a handshake protocol. It's kind of I wouldn't say high pressure, but it's high | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "they all put out the front that hates closing, and they do some unnatural acts in terms of getting people to close, th | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "And I'll be honest, a lot of neophytes, when I've gone to demo day, it would be like, maybe 20% people in the industry | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "you would be able to invest in five companies at, I would say, on average, half the valuation of a YC company, which m | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "if Y Combinator is bringing you pre vetted companies, remember, they only accept one and a half percent. That's like g | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "Whereas people who are normal startups, non YC startups, that don't do this high pressure tactic have the demo day thi | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "you should be thankful to YC for starting these companies. And then you should deploy strategies for investing in them | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "If you raise 5 million on 25 million, aka a YC company, that's I'm adding that part, you have to smash it and really s | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "So this is not true what Gary Tan is saying. Product market fit is the most important thing in startups. But it doesn' | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZPDEA088MCFS8B3BGYC7VNR", "signals": [{"quote": "there's no difference between the 1.5% they accept, and the next 15%. Probably the next 50%. If I'm being honest, nobo | observed | artifact ↗ | 2023-04-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSB39XZ8H2YHK1SJ222BXQ8", "signals": [{"quote": "the effect of the tech bubble in the 90s was... and so founders ages went down right at the same time that funders age | observed | artifact ↗ | 2022-09-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSS1CSHQC302A0GKGDY0AR7", "signals": [{"quote": "it was clearly way, way too big, right? I mean, 800 out of every single possible startup all year long is still probab | observed | artifact ↗ | 2022-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSS1CSHQC302A0GKGDY0AR7", "signals": [{"quote": "And then when they raise the minimum investment, it got more expensive, you know, the way that works is you get 125 fo | observed | artifact ↗ | 2022-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSS1CSHQC302A0GKGDY0AR7", "signals": [{"quote": "But maybe they're looking at it saying, well, will we be able to raise another billion dollar fund and keep up this pa | observed | artifact ↗ | 2022-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSS1CSHQC302A0GKGDY0AR7", "signals": [{"quote": "apparently the summer 2022 batch only includes about 250 startups. YC said the reduction in batch size was due to the | observed | artifact ↗ | 2022-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZSS1CSHQC302A0GKGDY0AR7", "signals": [{"quote": "no one is immune, right? Like Y Combinator is not immune.", "stance": "bearish", "signal_class": "assessment", "speake | observed | artifact ↗ | 2022-08-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVREZ61VXZAR5T43E5RCD7H", "signals": [{"quote": "yc you know investing more money in these companies is going to be the future", "stance": "neutral", "signal_class": " | observed | artifact ↗ | 2022-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVREZ61VXZAR5T43E5RCD7H", "signals": [{"quote": "founders they should play these uh programs off of each other you should try to get into techstar sequoia yc uh and la | observed | artifact ↗ | 2022-03-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZVRSPNENNVJS12PWV99NZ74", "signals": [{"quote": "You might've noticed why Combinator did something similar six years after I came up with this concept. ... a lot of se | observed | artifact ↗ | 2022-03-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "oh yeah absolutely i mean someone's going to own 10 to 15 percent either way this way the funding is guaranteed you kn | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "i can tell you as a first-time founder you're going to have a much easier time raising money and your company will bec | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "he's being intellectually dishonest on that one so in that first one he's saying yc's name will raise valuation by mor | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "just diluted so this is probably true", "stance": "bearish", "signal_class": "assessment", "speaker_name": "Jason Cala | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "valuation by more than 10 to 14 percent that part of the problem is the batch size is 400 which seems to get to both o | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "y combinator will put you in front of hundreds of investors at demo day that's true he's like yeah sure that happens b | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "but what i will say is they because of their reputation a lot of the new investors uh not the old investors get kind o | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "when people do diligence on a yc company it might be wise and people have told me to discount their sales numbers or t | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "if you do drill in on a yc company and they have 10 customers and you find out seven of them are from yc i would disco | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "i had a venture capitalist years ago be like i think you should take a look at why combinator and whether it's a net n | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "and yc is an accelerator that works for some companies and not for all of them", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWGPBHNX8YXFPEAQKZAXSXX", "signals": [{"quote": "and of course you're going to get some company to come along and buy your company that's not doing that well so you ca | observed | artifact ↗ | 2022-02-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWKK03EMJ8N5HQXN420XN2G", "signals": [{"quote": "Now why Combinator? Actually, it's kind of false why Combinator wanted to accept in the second time why Combinator bet | observed | artifact ↗ | 2022-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWKK03EMJ8N5HQXN420XN2G", "signals": [{"quote": "competitors of people they've already invested in. They do it on the regular. So the evidence is different. Now, if yo | observed | artifact ↗ | 2022-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWKK03EMJ8N5HQXN420XN2G", "signals": [{"quote": "with Y Combinator, with them doing like this $375,000 blind bet, like we had done that previously, I think we influenc | observed | artifact ↗ | 2022-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWKK03EMJ8N5HQXN420XN2G", "signals": [{"quote": "I will come out in the coming months, and I'll announce, we have a better deal than Y Combinator.", "stance": "bearish | observed | artifact ↗ | 2022-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWKK03EMJ8N5HQXN420XN2G", "signals": [{"quote": "everybody who's in the venture community who's jealous of them getting 7% of a company for 100 grand.", "stance": "neu | observed | artifact ↗ | 2022-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "y combinator announced they will now invest five hundred thousand dollars in startups this is an increase and it has c | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "okay so first of all i would say why is y combinator doing this this is an ownership play", "stance": "neutral", "sign | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "so that's what's happening here um and for if you're a company it's a great deal", "stance": "bullish", "signal_class" | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "full stop because they didn't put a number on it and you can go to market with 375 of your million dollars 37 percent | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "y combinator partners y combinator alumni friends of y combinator pick off the top 10 percent of graduates before they | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "now we're seeing not just seven percent of it go to yc but you know 10 to 15. what that means is who was getting the n | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "in a way yc is copying what i did six years ago i said we'll give you 25k now 25k when you graduate at whatever valuat | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "what if they never raise and then you got the safe sitting out there forever that creates problems and what if they ca | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "the fact that yc is there is a huge net positive for those founders in those emerging markets", "stance": "bullish", " | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "the fact that yc is so aggressively going to india and africa", "stance": "bullish", "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "yc entering that market creates more competition now the local people", "stance": "bullish", "signal_class": "assessme | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "yc has pretty good diversity stats compared to where they were and they started in the valley started actually yeah an | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "you got to give them a lot of credit for going international", "stance": "bullish", "signal_class": "endorsement", "sp | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "here's ycombinator saying we're gonna put this money we're gonna make that bet", "stance": "bullish", "signal_class": | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "in emerging markets they raise at lower valuations okay so now if they raise at 4 million in that example ycombinator | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWSN8C65JQYVDNB0W6E1AF0", "signals": [{"quote": "dishonest argument or a poorly constructed one", "stance": "bullish", "signal_class": "assessment", "speaker_name": "S | observed | artifact ↗ | 2022-01-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWTDW7160X21R0EM5DA9RJ1", "signals": [{"quote": "So when somebody graduates from Y Combinator, you know, they're gonna be worth 12, 15, $20 million, and they probably | observed | artifact ↗ | 2022-01-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWTDW7160X21R0EM5DA9RJ1", "signals": [{"quote": "come to launch accelerator, we'll give you $100,000 for 6%, or it's I think 125 for 7% at Y Combinator, that implies a | observed | artifact ↗ | 2022-01-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZWTDW7160X21R0EM5DA9RJ1", "signals": [{"quote": "But you're going to that 12 week program six in our case 16 weeks, and you're getting that halo of hey, Y Combinator o | observed | artifact ↗ | 2022-01-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX6FPJ5Y3TQ3D8710FF7G0V", "signals": [{"quote": "So a safe was made by Y Combinator. It's very founder friendly. It's not very investor friendly. There are some flaws | observed | artifact ↗ | 2021-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZX6FPJ5Y3TQ3D8710FF7G0V", "signals": [{"quote": "And remember TopTel, they never raised another round of funding. This was something that was pointed out to Y Combinat | observed | artifact ↗ | 2021-11-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJW29CR98898QN4Q3YHVD5", "signals": [{"quote": "GitLab comes out of Y Combinator, you know, years after the founding of GitHub.", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2021-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJW29CR98898QN4Q3YHVD5", "signals": [{"quote": "this guy Casar Unis at YC, I think, you know, was sort of a big proponent of theirs there. And he introduced this. So | observed | artifact ↗ | 2021-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJW29CR98898QN4Q3YHVD5", "signals": [{"quote": "I think the standard YC is like owning, like three and a half percent, probably", "stance": "neutral", "signal_class": | observed | artifact ↗ | 2021-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01KZXJW29CR98898QN4Q3YHVD5", "signals": [{"quote": "maybe they own like 450 million, I mean, that's extremely ballpark on YC, but obviously, it's a great return.", "stanc | observed | artifact ↗ | 2021-10-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M05S5XW8G2839QYMQV9HEK5Z", "signals": [{"quote": "which is why I think Y Combinator has done so well with technical founders, because people can just get stuff working, | observed | artifact ↗ | 2011-03-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "I'm going to YC demo day later this afternoon. And they, I think most of the companies in the batch have been told to | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "YCs, I mean, depending on like how you think about YC, I kind of consider is like premium pre-seed, I would say.", "st | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "I just don't think the math at Y Combinator mats for seed funds", "stance": "bearish", "signal_class": "criticism", "s | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "The issue is if the valuations are that overpriced, which you have to ask yourself in one year, when they come back to | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "nothing against YC. We, we don't really compete with them because we accept less than 1%. They accept less than 1%. Yo | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "I would say the other piece of this puzzle is that nobody ever talks about the bottom third of Y Combinator companies | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "this basically shows 5X leverage to invest in seed, seed companies, pre-seed companies that don't go to YC. That actua | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "I think that they have built such an incredible brand in the ecosystem. Like YC is like, you could go like talk to som | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "a lot of these Y Combinator companies are coming in only having raised YC and maybe like a hundred K in angel checks. | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "they have a selection process that only accepts 1% like Harvard. So if you're only selecting great founders, you know, | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M069SJ3TZN3P8H96RMFGX7JA", "signals": [{"quote": "it's my job to find companies before they go to Y Combinator and the ones who are in that second, third, fourth, and t | observed | artifact ↗ | 2025-06-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "There's very few J-Cals and Y-Combinators out there taking flyers on teams. I'll just be totally honest about it.", "s | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "She grabbed some data from the Y Combinator spring 2025 batch. And then she looked at a number of non YC pre-agency co | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "This is like literally the top 10% or 5% of startups, you know, coming out of Y Combinator, Launch Accelerator, Techst | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "What Y Combinator has done is what Harvard has done. They've created incredible brands that people are willing to, um, | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "You're going to get essentially here, half the price for triple the performance, which is six X leverage, but let's ju | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "The majority of unicorns in Silicon Valley did not go to Y Combinator. They didn't get backed by Sequoia and they didn | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "You will pay 5X net net on the valuation to the ARR performance.", "stance": "bearish", "signal_class": "assessment", | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "If you get accepted to Y Combinator, go. If you get accepted to Launch, go. If you get accepted to Found University, g | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "People like Nicole do not have a big enough staff to sort through the 20,000 applications we get, the 50,000 that Y Co | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "If you're raising a $25 million valuation caps, if this data is directionally correct, and I believe it to be, with 10 | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "Gary Tan... says that the vast majority of YC startups start with just an idea or with no revenue, meaning that they a | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "His response about don't worry about YC 7% equity take is a good comment... any of these programs that 7% gets made up | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06A0PVWHTXXVNNKSFK73S88", "signals": [{"quote": "The vast majority of YC startups are just an idea with no revenue, just an idea with no revenue. 25 million is a prett | observed | artifact ↗ | 2025-06-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06JNE90XY0DNQWNMV4CMPXR", "signals": [{"quote": "it's just a y combinator knockoff", "stance": "neutral", "signal_class": "fact_claim", "speaker_name": "David Friedber | observed | artifact ↗ | 2025-03-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M06PAJE2VGQC7HK0Y0V8R84E", "signals": [{"quote": "that's when y combinator had their um fund which was their um growth fund continuity right they came up with the term | observed | artifact ↗ | 2025-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M078CZBF659RD5BX5B3AY381", "signals": [{"quote": "TopTal is the Y Combinator company. I think it was a YC company that used the safe created by YC. And YC knew that thi | observed | artifact ↗ | 2024-03-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GZTE0YS2S6Q9A6T34Y5PA", "signals": [{"quote": "uh for a a venture firm it is possible for uh somebody who has programs like y combinator 500 startups tech stars or l | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GZTE0YS2S6Q9A6T34Y5PA", "signals": [{"quote": "y combinator certainly has a strong brand but you've even seen them rise in the number of positions they've had and th | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07GZTE0YS2S6Q9A6T34Y5PA", "signals": [{"quote": "gary said he gets 45 000 now 40 45 000 applications so we're kind of right behind them they accept one percent i think | observed | artifact ↗ | 2024-01-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M07RFM8YJ2NS31FJFQKDABQ4", "signals": [{"quote": "it's basically one percent of people get into y combinator and so i said listen you know all due respect to y combinat | observed | artifact ↗ | 2023-10-31 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M086H5M0GM3C6GAHGRS70NA6", "signals": [{"quote": "I would if I really wanted to give credit here, I think Naval and Angel List, and Paul Graham and Y Combinator into a | observed | artifact ↗ | 2021-05-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M088CY4NM279PK0JEJAHRAY1", "signals": [{"quote": "i mean i would argue paul graham was one of the first people to add some software where it's like apply on this websit | observed | artifact ↗ | 2021-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M088CY4NM279PK0JEJAHRAY1", "signals": [{"quote": "today we talk about uh creator economy and things like that but i actually think like paul graham figured out a lot of | observed | artifact ↗ | 2021-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M088CY4NM279PK0JEJAHRAY1", "signals": [{"quote": "yc people had to fly to mountain view spend 10 12 weeks there in like a physical location and yc is totally virtual no | observed | artifact ↗ | 2021-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BM0K7YEWVA4KQAYBM5D3C", "signals": [{"quote": "Congrats on almost $70 million in funding for going through Y Combinator, the best accelerator in the history of Silic | observed | artifact ↗ | 2020-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BM0K7YEWVA4KQAYBM5D3C", "signals": [{"quote": "we went through the accelerator Y Combinator. We initially started by selling to other batch mates and that was pretty | observed | artifact ↗ | 2020-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BM0K7YEWVA4KQAYBM5D3C", "signals": [{"quote": "It's also a negative signal, right? I mean, I've, I've talked to venture capitalists who discovered this sort of Y Com | observed | artifact ↗ | 2020-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BM0K7YEWVA4KQAYBM5D3C", "signals": [{"quote": "And he is the CEO of retool.com backed by Y Combinator and Sequoia. What a great group of backers.", "stance": "bullis | observed | artifact ↗ | 2020-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BM0K7YEWVA4KQAYBM5D3C", "signals": [{"quote": "when we went through YC, YC gave us 120K, whatever it was.", "stance": "neutral", "signal_class": "fact_claim", "speak | observed | artifact ↗ | 2020-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M08BM0K7YEWVA4KQAYBM5D3C", "signals": [{"quote": "you're basically dilute 7% with the accelerator deal, 6% or 7% common.", "stance": "neutral", "signal_class": "fact_cl | observed | artifact ↗ | 2020-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6F4FMFT53CW2GKQRQRMA7", "signals": [{"quote": "when I was in Y Combinator, someone in my batch sold their company for like, I think, $2 million, like a few months af | observed | artifact ↗ | 2020-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6F4FMFT53CW2GKQRQRMA7", "signals": [{"quote": "a bunch of sycophants at Y Combinator who have now decided that the only way to define success is if you beat whatever | observed | artifact ↗ | 2020-11-23 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6QDHMPZZ9723PCT18SZCY", "signals": [{"quote": "Y Combinator had a massive influence on the startup ecosystem. I give Paul Graham so much credit.", "stance": "bullish | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6QDHMPZZ9723PCT18SZCY", "signals": [{"quote": "In the early days, he had no money. I think he gave 8K per founder. So if you had two founder team like Reddit, he wou | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A6QDHMPZZ9723PCT18SZCY", "signals": [{"quote": "And the idea was you're going to work on it for three or four months. You're going to have 3K each. It was ramen. He c | observed | artifact ↗ | 2020-11-13 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7A18T1WBR8S08TP7FTRK5", "signals": [{"quote": "I think it's, you know, I think Y Combinator does get credit, Paul Graham, for saying we're going to invest in develop | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0A7A18T1WBR8S08TP7FTRK5", "signals": [{"quote": "Y Combinator is a, I would say net net is a positive thing. I always thought that incubators were a good idea. I reall | observed | artifact ↗ | 2020-11-03 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AB0Q8NW65ZGMH8BJDQ33MK", "signals": [{"quote": "you got my combinator over here doing 500 bets and then they've got like a little bit of like they put their extra 350 | observed | artifact ↗ | 2024-07-22 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH1YJ1KPPXH8BHZ47PVZ26", "signals": [{"quote": "our deal flow is second only to y combinators we're getting 20 000 applications for funding now", "stance": "neutral", | observed | artifact ↗ | 2024-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M0AH1YJ1KPPXH8BHZ47PVZ26", "signals": [{"quote": "we've now gotten it to 200 applications to one investment yc is investing in one percent we're now into 0.5", "stance" | observed | artifact ↗ | 2024-05-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG7KHG73TWFTEEZ2GFGPF7", "signals": [{"quote": "I think cared more than startups need to and probably cared more than other companies did. I at the time at least, the | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG7KHG73TWFTEEZ2GFGPF7", "signals": [{"quote": "I would say that that that that would have been very challenging for Google to see it through all of those challenges | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG7KHG73TWFTEEZ2GFGPF7", "signals": [{"quote": "But then you look at YouTube and Android and both of those have changed the world and become I think those are differe | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG7KHG73TWFTEEZ2GFGPF7", "signals": [{"quote": "Also, those were those are software businesses in large part with YouTube has a hardware data center component, but Go | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG7KHG73TWFTEEZ2GFGPF7", "signals": [{"quote": "I feel like they in Arizona, right? They have some mini vans in Arizona driving people around. Yeah, but it But I feel | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TG7KHG73TWFTEEZ2GFGPF7", "signals": [{"quote": "I'm an investor in a company called Aurora. Yeah, but that's Cameron. Yeah. Okay, Chris Chris is great and I I was fri | observed | artifact ↗ | 2021-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJFAVA3Q390DRHGARM3B5V", "signals": [{"quote": "whereas Y Combinator maybe there are two years beyond you a seed fund might be a year or two beyond that and a series | observed | artifact ↗ | 2020-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJFAVA3Q390DRHGARM3B5V", "signals": [{"quote": "especially if you were at Y Combinator previously you got to skim the cream", "stance": "bullish", "confidence": 0.8, | observed | artifact ↗ | 2020-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJFAVA3Q390DRHGARM3B5V", "signals": [{"quote": "I think small funds for folks like us purposely small funds are better because you'll have a higher cash on cash multi | observed | artifact ↗ | 2020-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJFAVA3Q390DRHGARM3B5V", "signals": [{"quote": "I've been trying to say upstream near the well and this is what I always talk to people about I if you look at venture | observed | artifact ↗ | 2020-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJFAVA3Q390DRHGARM3B5V", "signals": [{"quote": "when I saw you I was like oh they are they're planting the trees I'm running the orchard but this guy's planting trees | observed | artifact ↗ | 2020-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TJFAVA3Q390DRHGARM3B5V", "signals": [{"quote": "I realized there was like two really interesting points of power one the person who finds a company ie Sean Parker bri | observed | artifact ↗ | 2020-06-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TMSH2G3YX1FP603MBRME57", "signals": [{"quote": "YC taking their programmatic pro rata and they've actually stepped that back so that's actually worked out really well | observed | artifact ↗ | 2020-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TMSH2G3YX1FP603MBRME57", "signals": [{"quote": "I think that they've made the right moves", "stance": "bullish", "confidence": 0.7, "signal_class": "assessment", "spe | observed | artifact ↗ | 2020-05-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "people think Y Combinator is the largest accelerator but tech stars in fact is the largest", "stance": "neutral", "con | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "as opposed to my accommodator which is now 150 I mean they break up into groups or maybe 250", "stance": "neutral", "c | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "Y Combinator has a great ecosystem there if you want to be in Chicago we have a stronger ecosystem there if you you kn | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "it clearly works for Y Combinator you know they've had great success", "stance": "neutral", "confidence": 0.9, "signal | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "I don't think it's right because I don't think it's it's not what we do so obviously I don't think it's the right thin | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "I think you know it's a big bet on Silicon Valley right because and and so our ability to scale maybe is easier around | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "I think it's my view on it might be a little bit cynical is they've got such a great brand having been there early tha | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "I think it's probably a very true statement to sort of be the worst company in YC is a lot harder than being the worst | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TN7J5QGZRFPZYQV28JEK8R", "signals": [{"quote": "we don't although it's its more common than not that they raise money at demo day but we're not prescriptive you know | observed | artifact ↗ | 2020-05-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "an economic crisis a good time to start a company heck yes heck yes and it's a great time to be an investor in company | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "fortunes are built in the down market they're collected in the up market", "stance": "bullish", "confidence": 1, "sign | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "a down market is great for a number of reasons the first reason is there's not a lot of competition and that means com | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "your customer acquisition cost which might have been $150 suddenly goes down to 50 well if your profit margin on your | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "it might be psychologically hard if you're weak if you don't have a fortitude if you're not self possessed if you're s | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "it's hard in an up market to raise money because there's so much goddamn noise and you might have 20 competitors going | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TPPER9Z12DCZEWJ31V47WM", "signals": [{"quote": "or got you into Y Combinator or TechStars or launch accelerator man that's gonna be amazing for you", "stance": "bulli | observed | artifact ↗ | 2020-04-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQVYG6BYY736S8GE3PPYD7", "signals": [{"quote": "they asked me straight up whether I thought I would make a billion dollars and I was like no and then they were like o | observed | artifact ↗ | 2020-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQVYG6BYY736S8GE3PPYD7", "signals": [{"quote": "obviously in person works better ... the instructor can react to individual students in a way that instructors in thes | observed | artifact ↗ | 2020-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQVYG6BYY736S8GE3PPYD7", "signals": [{"quote": "If you're into remote work or you're into doing it remote it might be a benefit ... it is not as effective is it trade | observed | artifact ↗ | 2020-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQVYG6BYY736S8GE3PPYD7", "signals": [{"quote": "if you opened it up to all of these people, you have a constant incentive to cheat and to make it look like it's worki | observed | artifact ↗ | 2020-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2TQVYG6BYY736S8GE3PPYD7", "signals": [{"quote": "the main thing about ISA is that people need to understand about how it's changing the coding bootcamp and potentially | observed | artifact ↗ | 2020-03-24 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V232YGY1THGAR86BPESB77", "signals": [{"quote": "coming to the accelerator was I think at the breakthrough for the company", "stance": "bullish", "confidence": 0.9, "s | observed | artifact ↗ | 2019-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V232YGY1THGAR86BPESB77", "signals": [{"quote": "I learned in the accelerator about showing market size is really important and showing that travel is not a niche mark | observed | artifact ↗ | 2019-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V232YGY1THGAR86BPESB77", "signals": [{"quote": "we put 100k in or something when you come to the accelerator you raised a little bit of money coming out of the accele | observed | artifact ↗ | 2019-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V232YGY1THGAR86BPESB77", "signals": [{"quote": "you've got the most amazing response that I can remember on the syndicate in terms of the mole to pull of cash that wa | observed | artifact ↗ | 2019-09-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "the ten thousand startups that will exist every year and then next year a hundred thousand and maybe a million mm-hmm | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "I or YC is gonna look at that say yeah no codes I think no we're not gonna be Precious about it being no code yeah you | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "that's a great innovation in Silicon Valley letting the founders clean up the cap table take a little second there it | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "we did clean up the cap table a little bit", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "we actually had a town hall with excel at web flow and somebody asked that question from our employees yeah and it jus | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "the big conversation is not about revenue they big conversation it's it's actually we're thinking about things that wi | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2V2CSV31PSHP2522TZB9HFD", "signals": [{"quote": "it's almost like the Microsoft strategy when they let like a software be pirated yeah office was like yeah if you want | observed | artifact ↗ | 2019-09-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGNZG5E9JCKH7225WS1FF7", "signals": [{"quote": "I just thought wow that's an idea that should exist in the world that I don't believe does exist in the world and that | observed | artifact ↗ | 2018-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGNZG5E9JCKH7225WS1FF7", "signals": [{"quote": "they got me a demo day oh I love night demo day irregular they got me a demo day greed alumni and I have a sick advant | observed | artifact ↗ | 2018-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGNZG5E9JCKH7225WS1FF7", "signals": [{"quote": "going through Y Combinator was really valuable to us and then we started to get some pretty significant traction while | observed | artifact ↗ | 2018-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VGNZG5E9JCKH7225WS1FF7", "signals": [{"quote": "I think just being able to articulate what you're doing that it's in a massive market that you're the right person to | observed | artifact ↗ | 2018-11-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKQY7ZETRWXEE46MXX4Y21", "signals": [{"quote": "I think if you have a strong network already then they can be they can actually be isolating versus expansive right an | observed | artifact ↗ | 2018-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKQY7ZETRWXEE46MXX4Y21", "signals": [{"quote": "a company in its last week of its 13 weeks with y combinator changes its business completely doesn't change the slide | observed | artifact ↗ | 2018-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKQY7ZETRWXEE46MXX4Y21", "signals": [{"quote": "they make my job harder frankly right because everything coming out of there looks about the same good and the bad rig | observed | artifact ↗ | 2018-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VKQY7ZETRWXEE46MXX4Y21", "signals": [{"quote": "if you take if you tickle get a Y Combinator company presentation they always have the hockey stick charts yes with no | observed | artifact ↗ | 2018-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWE598SX1KV20ZVMGX1BCD", "signals": [{"quote": "I think it is historically I think Paul Graham had a bad experience with investors so you know everything's always top | observed | artifact ↗ | 2017-10-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWX57C0HB89WBH5NY3B6WT", "signals": [{"quote": "why she's super intense but overall went really well for us", "stance": "bullish", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2017-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWX57C0HB89WBH5NY3B6WT", "signals": [{"quote": "I think this makes people so much more efficient and company so much more efficient", "stance": "bullish", "confidence | observed | artifact ↗ | 2017-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWX57C0HB89WBH5NY3B6WT", "signals": [{"quote": "we have actually 37% of our idea use that use front as a full replacement for their email system", "stance": "neutral" | observed | artifact ↗ | 2017-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VWX57C0HB89WBH5NY3B6WT", "signals": [{"quote": "that would be I think something that would make every knowledge worker ten times more efficient", "stance": "bullish", | observed | artifact ↗ | 2017-09-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXNH77ZWSMQW3TX315X9D3", "signals": [{"quote": "it's a class of Y Combinator tactic I'll say that though you don't have to but Y Combinator a lot of the companies dur | observed | artifact ↗ | 2017-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VXNH77ZWSMQW3TX315X9D3", "signals": [{"quote": "the whole issue with companies that graduate from that particular accelerator is you have to be able to make decisions | observed | artifact ↗ | 2017-08-26 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ0HDKMZJPP622N4RV1TMW", "signals": [{"quote": "to why combinators credit they've really worked on increasing diversity they hold the female Founders conference so pe | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2VZ0HDKMZJPP622N4RV1TMW", "signals": [{"quote": "sometimes like when women told me she went to like a y combinator event she's a Founder this is a couple years ago and | observed | artifact ↗ | 2017-08-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W49ACTY4DC7D2CXAS9NB4E", "signals": [{"quote": "so I think that the market and my new kumaras has sort of written about this on his blog it's so about just shifting t | observed | artifact ↗ | 2017-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W49ACTY4DC7D2CXAS9NB4E", "signals": [{"quote": "each YC batch had 12 companies which was like the beautiful like days and now it's like 100 150 companies and I don't | observed | artifact ↗ | 2017-02-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W8P3MGNMS64GV4PVETAQWF", "signals": [{"quote": "I had a conversation with a company from Y combinator which I think was a major driving force in all this you would ag | observed | artifact ↗ | 2016-08-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "just lesson there if you get accepted just say yes just never say no of YC okay just why would you say no to anything | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "I think yiss used to be used to punt around a lot on Founders and like really early stage stuff and so yeah there were | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "running an incubator I'd say is from the outside it looks like the easiest money in the ecosystem but what you have to | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "but then every once in a while you get Airbnb or you get a Dropbox right an Uber our an Uber worth more than both of t | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "the only real hero in the book is YC and PG to a certain degree", "stance": "bullish", "confidence": 0.9, "signal_clas | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "demo day is the world's biggest startup options Market", "stance": "bullish", "confidence": 0.8, "signal_class": "fact | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "it's part of the reason why y see and I probably have gotten into a couple of little elbow you know like on the basket | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2W9PJQ1BPSYAHD6Z3BPTSFM", "signals": [{"quote": "how hardcore why combinator is that's right Paul Graham put a knife on one testy right Sam Alman as you described put | observed | artifact ↗ | 2016-07-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFMGGGR6ARFR8QFWPR3BP4", "signals": [{"quote": "why combinator is necessary but not sufficient and uh I think it's an important part of the ecosystem um I think what | observed | artifact ↗ | 2016-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WFMGGGR6ARFR8QFWPR3BP4", "signals": [{"quote": "we've done very few To None um uh again look we're very good pickers and uh we have a way of looking at businesses and | observed | artifact ↗ | 2016-03-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGS41A781G21WGF9DHS2Q7", "signals": [{"quote": "I don't think either of these are going to have a dramatic impact on the VC market because they're small compared to t | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGS41A781G21WGF9DHS2Q7", "signals": [{"quote": "it adds to this narrative which I don't think is a true narrative it's kind of a false narrative that YC is competitiv | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGS41A781G21WGF9DHS2Q7", "signals": [{"quote": "I don't think I box out any other VCS I think this is for them to go pro rata", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGS41A781G21WGF9DHS2Q7", "signals": [{"quote": "this is just for them to stay involved with the big companies coming out of their incubator and they're doing 200 300 | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WGS41A781G21WGF9DHS2Q7", "signals": [{"quote": "i do think zenefits raised a lot more so i think these are nice developments but they're not earth-shattering they're | observed | artifact ↗ | 2016-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WS1XQEV34XCKDSCSE9VTAE", "signals": [{"quote": "I think what's been very good about the venture business in the last 10 years is there are a lot of new entrance. Ther | observed | artifact ↗ | 2015-05-01 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "the YC partners are really excellent at product help", "stance": "bullish", "confidence": 1, "signal_class": "assessme | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "you can get a really significant valuation bump with YC", "stance": "bullish", "confidence": 1, "signal_class": "fact_ | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "they're really excellent at that the the brand and the uh the fundraising and product help", "stance": "bullish", "con | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "having a brand opens doors and it's not just for funding it's for recruiting it's for Partnerships for sales it's a le | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "I've seen that happen a lot with why combinat companies of late", "stance": "bearish", "confidence": 0.8, "signal_clas | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "I told Sam Alman who's a friend like you may want to rain this in a little bit because if the reason to go and the rea | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "you have created a y combinator coexist M by which I mean stardex stands on the same footing as why nominator and Tech | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "you're going to live the life of a monk you're never going to get rich off this I mean you're going to have a sixf fig | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "what will happen is you're going to have all these great people in your organization and they're going to get these ki | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WTTTXE547F4PT9668NQ0HY", "signals": [{"quote": "the why combinator people are going to go oh stardex employees know how to do this screw it let's grab them", "stance" | observed | artifact ↗ | 2015-02-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZG5ERZYGB1BQ59ZSWDKXJ", "signals": [{"quote": "this developer culture was really a why combinator Facebook thing to be totally honest because why combinator took the | observed | artifact ↗ | 2014-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZG5ERZYGB1BQ59ZSWDKXJ", "signals": [{"quote": "I don't think why combinator is a racist organization anyway but I do think that they have a certain model that's work | observed | artifact ↗ | 2014-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZG5ERZYGB1BQ59ZSWDKXJ", "signals": [{"quote": "the interesting thing about kind of the whole accelerator market and or bubble is why combinator has been so successfu | observed | artifact ↗ | 2014-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZG5ERZYGB1BQ59ZSWDKXJ", "signals": [{"quote": "why combinator is not going to look at that business", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_c | observed | artifact ↗ | 2014-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZG5ERZYGB1BQ59ZSWDKXJ", "signals": [{"quote": "everybody wanted my model to be like why combinator... you know that they've even pulled back from their scale there t | observed | artifact ↗ | 2014-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2WZG5ERZYGB1BQ59ZSWDKXJ", "signals": [{"quote": "I have to say like that's if that was any Y combinator and I'm not saying this like if I if you told me this is a y co | observed | artifact ↗ | 2014-10-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2GWP1Y0FBCKQJACXGX6P1", "signals": [{"quote": "I was at demo day actually the first time I went to demo day ever and it was uh quite nice to go there", "stance": "ne | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2GWP1Y0FBCKQJACXGX6P1", "signals": [{"quote": "all three of these were at y combinator", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X2GWP1Y0FBCKQJACXGX6P1", "signals": [{"quote": "these guys originally launched at disrupt last year", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_cl | observed | artifact ↗ | 2014-08-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3ZF4AZ9SXTCG3YJEGSYM5", "signals": [{"quote": "YC is pretty well known for just doing weekly um dinners and office hours so that's complimentary", "stance": "neutral | observed | artifact ↗ | 2014-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3ZF4AZ9SXTCG3YJEGSYM5", "signals": [{"quote": "they're not going to help you learn how to manufacture it overseas or scale up your production or deal with quality is | observed | artifact ↗ | 2014-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3ZF4AZ9SXTCG3YJEGSYM5", "signals": [{"quote": "the fact that we've had amazing traction already uh the fact that our customers love us in a way that most customers d | observed | artifact ↗ | 2014-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X3ZF4AZ9SXTCG3YJEGSYM5", "signals": [{"quote": "we were in YC during the the batch word we had the 150k uh convertible note and then we raised a bit of money after th | observed | artifact ↗ | 2014-07-01 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "Y Combinator is going to have to grow right we grow as the number of startups grows and the number of startups has bee | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we've got like 10 full-time Partners maybe 20 people total I don't even know exactly 632 startups we funded", "stance" | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "when y combinator first started it was a summer program for undergraduates that was the that was the idea", "stance": | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "I thought wow it's so much better here um the start the streets are paved with the corpses of startups uh you know the | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we had better go out here and um plant the flag", "stance": "bullish", "confidence": 0.9, "signal_class": "assessment" | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we got lots of applications we got more than we expected hundreds of applications", "stance": "neutral", "confidence": | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "in that first first batch were Sam Alman who started looped Reddit was in that first batch Kiko which was started by t | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "the early version most people here probably never even knew what the incubators in the bubble were like but they were | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "they were the model of what not to do", "stance": "bullish", "confidence": 0.9, "signal_class": "criticism", "speaker_ | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "the reason it's 3 months is cuz that was summer vacation right and it turned out there were a lot of things we got rig | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "I imagined that it would become sort of what in fact I imagine probably it would become even bigger than it has become | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "I think originally we used to ask for 6% ... $6,000 per founder for the summer because we knew you could live on that | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "the old incubator model ... they were going to control you ... that model seemed to me ... would I have done that? no" | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "now the funny thing is the word incubator has changed nobody even remembers those stupid things in the '90s now it mea | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "having dinner once a week ... turned out to be good too", "stance": "bullish", "confidence": 1, "signal_class": "asses | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we only decided to have demo day about halfway through ... and demo day is now ... nobody does demos at demo day", "st | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "do the founders have to get along okay if the founders hate each other you're in big trouble", "stance": "neutral", "c | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "it works so badly when you have a startup that's started by some dude in the business school ... and then he goes and | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "in the best startups what happens is each founder is king of their own domain", "stance": "bullish", "confidence": 0.9 | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we prefer to fund startups with more than one founder", "stance": "bullish", "confidence": 0.95, "signal_class": "asse | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we have funded some single founder startups", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "s | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "the most successful startup that is run by a single founder now is Pebble the Smartwatch", "stance": "neutral", "confi | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "Dropbox is the most successful on a valuation level of any y as have this week as of this week 1010 million change", " | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "I would say airbnb's value is comparable to dropboxes valuation", "stance": "bullish", "confidence": 0.85, "signal_cla | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "they were all no-brainers at the interview", "stance": "neutral", "confidence": 0.9, "signal_class": "fact_claim", "sp | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we decide whether to fund people or not immediately after the interview", "stance": "neutral", "confidence": 0.9, "sig | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "Dropbox Airbnb and stripe were all like we didn't even need the full 10 minutes", "stance": "neutral", "confidence": 0 | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "you cannot predict that that is unpredictable", "stance": "neutral", "confidence": 0.85, "signal_class": "prediction", | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "it felt big to us because as we later realized we embodied an N squared algorithm up till the summer of 2012 YC did no | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2X7TD61N99RDBV6JTP7C1RQ", "signals": [{"quote": "we redesigned YC to be shed and it has been ever since and it works just fine like 68 no problem right yeah each partn | observed | artifact ↗ | 2014-03-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGSQ6QDFKKG4C0XPB9Z12N", "signals": [{"quote": "obviously we went to White com comat so that's a pretty good sign that he's a winner", "stance": "bullish", "confidenc | observed | artifact ↗ | 2013-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGSQ6QDFKKG4C0XPB9Z12N", "signals": [{"quote": "YC was great it's a great group of people that are tackling a lot of different problems", "stance": "bullish", "confid | observed | artifact ↗ | 2013-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGSQ6QDFKKG4C0XPB9Z12N", "signals": [{"quote": "I think YC is great um it's in no way whatsoever prerequisite to building a startup someone should be on a p on a miss | observed | artifact ↗ | 2013-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGSQ6QDFKKG4C0XPB9Z12N", "signals": [{"quote": "I know that they they welcome oh Josh you can't lie to a poker player Josh you can't lie to a poker player it's all ov | observed | artifact ↗ | 2013-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGSQ6QDFKKG4C0XPB9Z12N", "signals": [{"quote": "their next startup they would go ahead and apply again and we even had a social cam right which is um and Justin con r | observed | artifact ↗ | 2013-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XGSQ6QDFKKG4C0XPB9Z12N", "signals": [{"quote": "I actually don't know too many of the details there but I know that they they welcome", "stance": "neutral", "confiden | observed | artifact ↗ | 2013-04-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN40TEJZTD0PNJVAWQX45M", "signals": [{"quote": "i think y combinator has a lot to offer you if you have a lot of traction", "stance": "bullish", "confidence": 1, "sig | observed | artifact ↗ | 2013-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN40TEJZTD0PNJVAWQX45M", "signals": [{"quote": "going and getting into y combinator got us really thinking like all right let's really really start trying really hard | observed | artifact ↗ | 2013-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN40TEJZTD0PNJVAWQX45M", "signals": [{"quote": "getting the uh the y combinator you know sort of investor hookup with something as like crazy as rap genius helps beca | observed | artifact ↗ | 2013-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN40TEJZTD0PNJVAWQX45M", "signals": [{"quote": "if you have traction leaving y combinator you can raise like a decent like chunk of seed money and then that can reall | observed | artifact ↗ | 2013-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XN40TEJZTD0PNJVAWQX45M", "signals": [{"quote": "you get the two or three hundred thousand from yuri and uh sv angel on the way out", "stance": "neutral", "confidence" | observed | artifact ↗ | 2013-01-04 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "Paul GR did come out recently and he said you know we grew too fast and we're going to cut back and so they were going | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "a lot of the angel investors I spoke to felt like it was just too hard to process that many companies and to know you | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "it's uh frankly you know they're getting closer to what we've always done which is you know bring in more mentors to a | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "we were getting certainly companies uh choosing us saying that they really wanted more Hands-On attention and uh you k | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "I think it's probably smart to cut back it's gotten a little fro the other word is frothy", "stance": "neutral", "conf | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "it got to be a little bit of a sort of a you know a dog and pony show at why combinator you know everybody showing up | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "the valuations also just started scaring Angel Investors so it was I know for me I like uncap notes $15 million notes | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "I just I just I tell them straight up like I just I can't compete on this level with you know people who are just thro | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "Ron Conway is not participating in the new set of things that to me speaks volumes because I think what was happening | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "most of these mobile companies for example many of which are in these groups are not going to get to that and so even | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "a lot of the founders started uh building their products not out of passion but as but out of conversion the conversio | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "you knew it was a problem when they had to send an email to companies that Ron Conway invested in saying we know Ron C | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "we're funding about 1% of what we see", "stance": "neutral", "confidence": 0.6, "signal_class": "fact_claim", "speaker | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XNYQXQ7981DMP0AEB5C4YM", "signals": [{"quote": "it's for us it's you know we started really as a way to build entrepreneurial communities and and startup systems uh t | observed | artifact ↗ | 2012-12-08 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "part of the Y Combinator class I guess it was the second one 2006 and that was in Boston summer 2006 yeah Wow and how | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "I think three that are still around or in some form there's there's us zob knee and then OMG pop", "stance": "neutral" | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "now you see wow there's 70 in the last one", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", "spea | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "I originally wasn't too excited about the idea because they described Y Combinator as a program and i remember i said | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "I've come to appreciate it very much", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", "speaker_n | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "what I like about it is primarily the community", "stance": "bullish", "confidence": 1, "signal_class": "endorsement", | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "the competition and peer pressure is actually kind of good", "stance": "bullish", "confidence": 1, "signal_class": "as | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "if you're a first-time entrepreneur it really helps you just get going", "stance": "bullish", "confidence": 1, "signal | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "Paul has proven them wrong that good companies didn't come out of accelerators", "stance": "bullish", "confidence": 1, | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "that community has become just an important part of our startup lives", "stance": "bullish", "confidence": 1, "signal_ | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "we were kind of the underdog in the class actually people are like oh that's kind of a derivative idea and it just see | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "I think if you're competing with other people that gives you the wrong incentives right right but you just said you're | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "it was a it was a it was a good idea i mean it could have built a great company but um I think we first saw that that | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XWAHRG8Q51BHDQX1MC38DW", "signals": [{"quote": "through who this wheeler would need a product that's going to be viral and was brain grow through through 100 s trip w | observed | artifact ↗ | 2012-07-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY1291B81HWJ0ZV22T51SK", "signals": [{"quote": "I think that it's good for Paul Graham to say it because he has been um leading this of startup raising a ton of money | observed | artifact ↗ | 2012-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY1291B81HWJ0ZV22T51SK", "signals": [{"quote": "I just am seeing it as a y combinator correction not necessarily a market correction yet because what they were doing | observed | artifact ↗ | 2012-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2XY1291B81HWJ0ZV22T51SK", "signals": [{"quote": "I was lucky enough you know um to have a couple of them reach out to me and say Jason we'd love to have you invest wer | observed | artifact ↗ | 2012-06-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0GXAQW9TNA8RVEKY6GEFM", "signals": [{"quote": "um 40 to 50,000 um for equity and then we also 10% 15% standard deal uh 8% 8% okay so that's a very good deal yes yes | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0GXAQW9TNA8RVEKY6GEFM", "signals": [{"quote": "I did about 10 go-to meetings in the last week a lot of them with the Y combinator companies and boy what a great crop | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0GXAQW9TNA8RVEKY6GEFM", "signals": [{"quote": "I think we're seeing that all these people are going to head in the same direction which is this is going to be the ne | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0GXAQW9TNA8RVEKY6GEFM", "signals": [{"quote": "I mean this is a great company and that's why they're raised 85 million and these are the these are the Microsoft Offi | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0GXAQW9TNA8RVEKY6GEFM", "signals": [{"quote": "I sometimes I feel like they're doing it just to get position to be acquired by a company that may do collaboration so | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y0GXAQW9TNA8RVEKY6GEFM", "signals": [{"quote": "I really like it so I this is a big deal for Dropbox I mean Dropbox has to start thinking about application layer func | observed | artifact ↗ | 2012-04-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1NCZR3PR9B2JMY2DNE5S0", "signals": [{"quote": "and now people have come along like Y Combinator and TechStars and AngelPad and so on who say we're the advice", "stan | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y1NCZR3PR9B2JMY2DNE5S0", "signals": [{"quote": "And the second is you've got hubs now for distributing information across entrepreneurs. And it could be OAF or even t | observed | artifact ↗ | 2012-04-06 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7N0RFRG0Y1W6KY92YN7JY", "signals": [{"quote": "what they're doing is creating this filter for excellence... it's 3% acceptance rate it's bringing in like incredibly | observed | artifact ↗ | 2011-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7N0RFRG0Y1W6KY92YN7JY", "signals": [{"quote": "incubators are catalysts but they're not going to be the sole Garden from which these incredible companies are going t | observed | artifact ↗ | 2011-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7N0RFRG0Y1W6KY92YN7JY", "signals": [{"quote": "it's the new ivy league or the new Harvard like YC is that is you know 3% acceptance rate is harder to get into than t | observed | artifact ↗ | 2011-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Y7N0RFRG0Y1W6KY92YN7JY", "signals": [{"quote": "how many mistakes would you have avoided had you gone to Y combinator", "stance": "bullish", "confidence": 0.8, "signa | observed | artifact ↗ | 2011-12-07 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBJB0ACRS0B075N5NQVNKK", "signals": [{"quote": "you needed to raise or5 million to get to a prototype which we're now seeing coming out of Y combinator or going into | observed | artifact ↗ | 2011-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBJB0ACRS0B075N5NQVNKK", "signals": [{"quote": "if you go to Silicon Valley apply to Tech Stars uh I'm sorry apply to the founders Institute or to Y combinator get ac | observed | artifact ↗ | 2011-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YBJB0ACRS0B075N5NQVNKK", "signals": [{"quote": "the airbnbs of the world the Y combinator Tech Stars class after class of 20s something now some of them are on their | observed | artifact ↗ | 2011-10-10 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQMH9SM1MXMEM767TYXT1N", "signals": [{"quote": "I think that that's a very different model than what YC does", "stance": "neutral", "confidence": 0.9, "signal_class": | observed | artifact ↗ | 2011-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQMH9SM1MXMEM767TYXT1N", "signals": [{"quote": "my understanding is they come once a week for dinner", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_c | observed | artifact ↗ | 2011-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQMH9SM1MXMEM767TYXT1N", "signals": [{"quote": "they have five demo days", "stance": "neutral", "confidence": 0.8, "signal_class": "fact_claim", "speaker_name": "Dave | observed | artifact ↗ | 2011-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YQMH9SM1MXMEM767TYXT1N", "signals": [{"quote": "to make it parody with the white combinat deal there always been that no I I we've always been six is my understanding | observed | artifact ↗ | 2011-05-20 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRD71DPSWJC4EVR3FSAG90", "signals": [{"quote": "this last class of Y combinator companies some of the companies started to feel featurish not product-ish but I think | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRD71DPSWJC4EVR3FSAG90", "signals": [{"quote": "it feels like a dumb money move even though it's a smart move because it's a hedge fund move into a something with Inc | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRD71DPSWJC4EVR3FSAG90", "signals": [{"quote": "if he does this every year three classes there's going to be a hundred and eighty people a year he's going to have 300 | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRD71DPSWJC4EVR3FSAG90", "signals": [{"quote": "I think that that seems like a natural evolution in that the Y combinator is such a great brand right now that they ca | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRD71DPSWJC4EVR3FSAG90", "signals": [{"quote": "if you're going there just to get your stamp in your past book passport it feels bad", "stance": "bearish", "confidenc | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YRD71DPSWJC4EVR3FSAG90", "signals": [{"quote": "I think you think of why combinator as the institution and like I think all through the time probably the only thing t | observed | artifact ↗ | 2011-05-14 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT5560EAPHFKFS5ZS67HXF", "signals": [{"quote": "I think it's ridiculously underpriced six percent of your company and how many investors did you get to present to lik | observed | artifact ↗ | 2011-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT5560EAPHFKFS5ZS67HXF", "signals": [{"quote": "the quality of the companies has gone up I agree", "stance": "bullish", "confidence": 0.95, "signal_class": "assessmen | observed | artifact ↗ | 2011-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YT5560EAPHFKFS5ZS67HXF", "signals": [{"quote": "it's just an amazing League challenging group of people", "stance": "bullish", "confidence": 0.9, "signal_class": "ass | observed | artifact ↗ | 2011-04-15 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTKC55CEWST2REFNA53XZF", "signals": [{"quote": "we started the company in 20 in July 2010 and we have covered more than 150 events with a 60 65 customers and we made | observed | artifact ↗ | 2011-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTKC55CEWST2REFNA53XZF", "signals": [{"quote": "I am in shock I love it casting votes I mean it literally has everything I want it has asking questions and organizing | observed | artifact ↗ | 2011-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTKC55CEWST2REFNA53XZF", "signals": [{"quote": "this is what Innovation is about you know what everybody says like oh you got to be in silken Valley or do you have to | observed | artifact ↗ | 2011-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YTKC55CEWST2REFNA53XZF", "signals": [{"quote": "pricing is ridiculously affordable this might be underpriced", "stance": "bullish", "confidence": 1, "signal_class": " | observed | artifact ↗ | 2011-04-09 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY79XMBHHJPRGA02X4CJX3", "signals": [{"quote": "what they've done them terms are great what they've done is said I want to see at the table at the next round no matte | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY79XMBHHJPRGA02X4CJX3", "signals": [{"quote": "what made y combinator successful is that he tapped into building a community Ah that's it it's the alumni", "stance": | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY79XMBHHJPRGA02X4CJX3", "signals": [{"quote": "I think Paul has done a phenomenal job with white combinator phenomenal it is pretty amazing it's very impressive", "s | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY79XMBHHJPRGA02X4CJX3", "signals": [{"quote": "just because it's a y combinator company doesn't mean that we're going to run and and do it right we've done a couple | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY79XMBHHJPRGA02X4CJX3", "signals": [{"quote": "they're going to raise a different check you know they're going to raise a larger check right in a lot of these cases | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YY79XMBHHJPRGA02X4CJX3", "signals": [{"quote": "you come out of school and you don't know how to plug into the network what a great Network to go plug into it's just | observed | artifact ↗ | 2011-02-25 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "the thing people don't realize about uh why commentator is it's not just about the funding and getting to meet with Pa | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "it's not just the 12 meetings it's really the the community maybe the network yeah definitely and it's it the the five | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "y combinator isn't really an end result in itself um after WC Comer is over you need to be able to continue to to grow | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "we hope that it stays that way um I think that's kind of discouraged most of the time if you approach someone that's i | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "a few that have been invested in before they come in um but I think the majority are not", "stance": "neutral", "confi | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "we're right now just working towards demo day getting as many users as possible getting all our our ducks in a row", " | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YYW7RZ1MA7KPCGV5VGP1VN", "signals": [{"quote": "oh yeah oh definitely and and you bring up uh why combinator that's one of their the things that why combinator does i | observed | artifact ↗ | 2011-02-19 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2YZA6655W1WABJEPA26J0Z4", "signals": [{"quote": "we did Y combinator and then couple more rounds", "stance": "neutral", "confidence": 1, "signal_class": "fact_claim", | observed | artifact ↗ | 2011-02-17 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1GGTXF5QPH6KTYEVVTDB8", "signals": [{"quote": "the startup schools um that you mentioned um are all training people in that third leg of the school stool but you kno | observed | artifact ↗ | 2011-01-12 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z1GGTXF5QPH6KTYEVVTDB8", "signals": [{"quote": "given the amount of Y combinator uh accelerator companies now that have bounced out I mean we're talking about a lot o | observed | artifact ↗ | 2011-01-12 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z293Q72J1T86J62ZVJD495", "signals": [{"quote": "i would get your ass back to san francisco or get to boulder ... get involved in hacker news get involved in y combina | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z293Q72J1T86J62ZVJD495", "signals": [{"quote": "because of the proliferation of y combinators and accelerators and we just put a list of them uh last week up on the l | observed | artifact ↗ | 2010-12-21 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2VC2GFHF2ABEE6KJH5FTN", "signals": [{"quote": "I saw some other companies like liquid audio uh raising capital and while I thought their business didn't make any sen | observed | artifact ↗ | 2010-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2VC2GFHF2ABEE6KJH5FTN", "signals": [{"quote": "I said I like the 10 million part I'm not so keen on the 12 million part I think it should be a $40 million pre-money | observed | artifact ↗ | 2010-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2VC2GFHF2ABEE6KJH5FTN", "signals": [{"quote": "they had moved like lightning to get me an offer in a week for $10 million and I thought why would I possibly give up | observed | artifact ↗ | 2010-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z2VC2GFHF2ABEE6KJH5FTN", "signals": [{"quote": "there was a board control right they wanted board control and I said Hey listen if if you're if you have only 20% of t | observed | artifact ↗ | 2010-12-16 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "I felt that y combinator was the best insurance that only Equity could purchase like if we were in white Dominator lik | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "we looked at like really successful Founders and realized that it made sense to them and it probably makes sense for u | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "in our batch most people didn't have a product and many didn't even have an idea going into the program", "stance": "n | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "it's like college you show up and everyone's new and it's uh there's a feeling of coopetition you really want to be fr | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "a lot of them we met through our earlier Angel Investors like we might like need a few through Y combinator", "stance" | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "I think Inc magazine you got an intro through um Jessica Livingston at y combinator", "stance": "bullish", "confidence | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "Paul granted we went to the Whiteboard at Y combinator and he said all right you guys are ready to launch let's talk a | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "we started charging and we quickly became profitable during the Y combinator process", "stance": "neutral", "confidenc | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "um I just thought that the network might be better since we plan on staying out in Silicon Valley so if we did techsta | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2Z97896Y1Q5Z9SBDGDDW52N", "signals": [{"quote": "like just off the top of her head incredible at Y combinator and I guess the the various resources that are out there | observed | artifact ↗ | 2010-10-27 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "We apply to Y Cominator. They invite us up for an interview. We interview. We get rejected. We were so pissed. ... and | observed | artifact ↗ | 2010-09-11 | derived | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "Well, a lot of these things have changed over the years, right? You know, when they started, it was a pretty uh it was | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "if you are a first-time startup founder just out of college, don't have a reputation. Give up 15% of your company and | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "you get access to so first of all you're getting great advice from Paul & Company and then the speakers are these days | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "it's basically they've taken three or four of the biggest pain points like how do I do this? Um, how do I take the tim | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "And now the deal is more like 5% or 6% is my understanding. Yeah, that's what people are saying in the chat room. And | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "I'm with them with the you know taking common. And I think that's kind of cool because they're really not putting up t | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "I mean they're largely responsible for this kind of micro startup the the the micro startup the super angel just kind | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "it's still an advantage right you still have access to press and investors. You know I don't while I know many of them | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "it also creates this mutual set of obligations between, you know, Paul and Jessica and, you know, Trevor and RTM. They | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "there's a lot of pressure on me to to do, you know, to actually own up and do this. you know, I I could kind of live a | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "I got a as an investor, you know, I've been coming back to demo days and it's frustrating because you come back and th | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZFPZ4SCQ5TH30EBDQ2RSHP", "signals": [{"quote": "it's easy in YC to get a little intimidated, but you're not competing with each other. You have to keep reminding peop | observed | artifact ↗ | 2010-09-11 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHVF0CTAH3404GX69SH71B", "signals": [{"quote": "y combinator doesn't give you office space they just give you a little bit of money and then they have this big demo d | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZHVF0CTAH3404GX69SH71B", "signals": [{"quote": "demo day was this week it was uh Tuesday and Wednesday of this week so how'd it go oh it was great it was it was aweso | observed | artifact ↗ | 2010-08-28 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "we started out with y combinator and that's actually the genesis where we were like we're going to quit our jobs like | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "you really don't do it for the money right you really do it for the connections fifteen thousand for six percent which | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "you have weekly dinners so it's kind of like joining like startup fraternity or something actually but at the same tim | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "there's a competitive aspect to it absolutely well i mean it's not you'd think there would be but surprisingly there i | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "alums include like you know scrib that document management company great company great company um you know justin tv u | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "you should absolutely do it you would be really phenomenal", "stance": "bullish", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "they take on average around six percent and uh in return give you like some you know fifteen thousand", "stance": "neu | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "he's just able to turn every industry he's touched into gold ... he has the foresight of even you know bringing on zap | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "we're actually an incredibly lean team so i mean how many actually three people and a contractor", "stance": "neutral" | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "we just got an office for the first time about a month ago", "stance": "neutral", "confidence": 0.8, "signal_class": " | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "so you're losing about three or four dollars per customer and at the rate you're going you're going to have burned thr | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "sometimes simplicity isn't actually hard i mean it's you know they've just done something very simple and very easy to | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "i think you have to do what you have to do right", "stance": "neutral", "confidence": 0.6, "signal_class": "assessment | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "if i was evan i would be angry okay but if i was mike i would probably do my phone", "stance": "neutral", "confidence" | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "i don't really see why you could be upset with a blogger for publishing them right", "stance": "neutral", "confidence" | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
signal.commentary | {"context": null, "run_ref": "01M2ZR3P88YMY73YQJ3843D51T", "signals": [{"quote": "mike was totally on the right and mike also showed great restraint he released no more than two percent of the documen | observed | artifact ↗ | 2010-06-29 | promoted | 0.50 |
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