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There’s literally nothing better than sharing what you do with your kiddos.
My middle is joining me for YC alumni demo day.
Can’t wait to see all the amazing things she builds over her lifetime. and I can’t think of a better group of role models.
Thank you YC for being so welcoming. Truly a wonderful day!
Outside of code generation and coding copilot tools, there hasn’t been a mass adopted AI native piece of software in the enterprise yet.
I think Sazabi could be the first.
The product is built from the ground up to be a no-brainer and easy for any enterprise to adopt.
AI tools that are proactive, dramatically better and yet work with your existing set up is the style of beachhead that every company should be pursuing. Sazabi nailed it here.
And security is an increasingly important problem, so this is not just incremental features or reduced cost on some existing department. Bringing Sazabi into a company is essential today and will be increasingly more essential tomorrow.
And as always, you can learn a ton just by reading what @shcallaway has to say about the industry.
Today we're launching Sazabi Security 🔒
Sazabi Security watches your logs for attacks, investigates anything sketchy, and pings you when something is wrong.
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Turned right instead of left at the stoplight this morning on my way to drop off my oldest at school.
Surprise daddy-daughter trip to Starbucks instead of first period.
5 star.
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agreed.
Other ways we say it:
slope > y-intercept
law of inertia: objects in motion tend to stay in motion
what have you learned in the last week that you didn't previously know and how will it change what you focus on next week.
Dear all journalists:
This is what we want more of.
Real stories of people who are trying to build the future interviewed by people who are curious and optimistic.
We would love to just skip the perp walk, hater, politics-laden portion completely.
Sincerely,
Everyone
Carolynn and I are back for a special episode with Blake Scholl of @boomsupersonic about their amazing recent transformation, from losing Rolls Royce as their engine supplier to financing development of the airliner by selling gas turbines.
pod.link/1677066062/episode/…
A reminder to everyone.
What people talk about on X is mostly just not that important
The best companies are focusing on their customers and most of their
customers don’t care about whatever is the main thing on X.
People on the sidelines are always very vocal and often prone to ragebait (posting it and reading it).
Some founders who have never gotten into YC: prone to ragebait.
Some investors, but not an investor in a specific company, prone to ragebait.
Weirdly and unfortunately, nearly all tech journalists, prone to ragebait.
Don’t have enough to do and thus scrolling around on X: prone to ragebait. (Self-own!)
And even if 98% of those groups above aren’t rage baiting, the 2% that are get quite loud quite quickly.
This doesn’t have anything to do with X or algorithms or YC or venture capital or startups or whatever… it’s just what happens when forums get big and successes present themselves as targets.
We know this because the same thing happened on Slashdot in the 2000s and Hacker News in the 2010s.
And we know this at YC because 100% of all founders who are in startups that get big eventually face an online mob. Some do more to provoke it than others and some react more than others, but the inevitability is the same.
So I come back to my original statement.
Don’t worry so much about it. It’s not that important.
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I’m working on a really fun thought experiment about the Fermi Paradox involving Quantum Decoherence.
I’m looking for people to read early drafts.
If this is you and you’re that somewhat rare combination of thoughtful/well-read on the subject, but also not too pretentious to join in a lay person‘s fun thought experiment…
Please comment below.
How do we do DD on a company?
Watch as our most talented, hardest grinding, fastest growing, scrappiest portfolio founders…
Vote with their dollars.
Getting Yahia on board is HUGE vote of confidence. He would never let any company into his infra if it wasn’t clearly the best.
gm sf
it's sunday and your boat.dev captain is at the context.dev office optimizing our infra
I’m fundamentally not opposed to this. This particular example may have more nuance, but the premise is really interesting.
Remember, all fundraising activities do massive harm to a startup's focus on its customers.
And 'help' from investors is never more helpful than the tax on time and focus.
And there are lots of wonderful, hands-off investors that would happily invest directly in startups without the access of earning a meeting. Currently, they only get access through SPVs where there's a large fee+carry tax.
I would LOVE to see more entrepreneurs do a version of allowing investors to just request allocation first come first serve.
Most fundraising is high reps at investor conversations where the exact contact could be delivered as a video, deck, memo, data room, etc.
There is nothing sacrosanct about the vibe check an investor gets from their 1-1 interaction.
We believe this at Orange Collective - which is why we publish our investment committee memos first our LPs and then the internet. We WANT follow-on investors to be able to offer investment to that startup without needing the meeting.
We did do this ourselves with our investments in several OC companies where we told them in our meeting request email that we were already all-in on their company, allocation already approved and requested, even before the meetings.
hii, I have terrible news
turns out no big fund, among the ones I talked to in the last month, had enough conviction that HOC could become a profitable business. the most common feedback is "nobody will pay" and "big labs will eat you"
so, I've made 3 decisions:
1. a smaller round: $8m at $120m post-money cap
2. I'm investing $1m myself, same terms
3. we'll go all in on core AI research
HOC may die, but not today
~~~
# All in on core AI research?
some asked us to focus on a smaller product. that's bullshit. AGI is coming, who needs another shitty app? I'll just cut that off and jump straight to what I think can have real impact: fundamental AI research. we're a small fish, but we're also looking at places nobody is, so who knows, maybe we'll find something nobody else did?
plus, symbolic models are way more interpretable, so if developing them increases the chance of safe AGI even a bit, that's a better use of my time, and that's what I'll do.
we'll be posting our first SAI models soon~ish
~~~
# The smaller round:
we'll raise up to $8m at a $120m post-money cap, first come, first served, min $100k, SAFEs, closing this week. if you're an accredited investor brave enough to bet against the big funds, reach me at taelin @ higherorderco [.com]
I must be very clear: you're investing in whatever comes out of our symbolic AI research. Bend will likely remain OSS and free. so, in short, there is a 0.669% chance you're investing in OpenAI before GPT-2. most likely, your $ will disappear, as we still don't have a clear long-term revenue path
~~~
# How about Bend?
Bend is a core component of our symbolic AI research, so we'll keep developing and supporting it as currently (if with fewer tokens than I'd wish for 🥲). its development is nearly fully automated now, Bend3 is almost done, and it is getting faster and bigger every day. expect updates at an insane pace soon
~~~
that's it. sorry for the sad news. back to work
I'm one month into my Starlink airline trade. About $10k invested, open positions up $114 (1.15%), marking the puts at their quoted midpoint.
56 shares of United, 31 Alaska, two Delta January 2028 $85 puts. United's gains are covering the loss on the puts.
United now reports Starlink on 45% of its fleet. I don't expect matieral changes in consumer behavior from Delta to United until confirmation of Starlink is available at the booking moment.
Long $UAL, $ALK and $DAL puts. Not investment advice.
Eleven months left.
Two weeks ago I told @united that me and all the other @Delta Diamonds were ready to switch. 1.7M of you saw it.
I made the move. 1.4M miles with Delta and now I'm on United.
Then I started wondering how many other Delta Diamonds are about to do the same thing.
So today I put money on it.
I'm investing in airlines with Starlink and against airlines without Starlink. Here's the trade.
Long United $UAL.
Long Alaska $ALK.
Short Delta $DAL
I skipped American and Southwest. They don't have enough Starlink yet and aren't as likely to take Delta's marketshare.
Where everyone stands today:
United: Starlink on ~35% of the fleet. Full fleet by end of 2027. Free for MileagePlus members.
Alaska: 40%+ of the fleet. Full fleet by end of 2027.
Delta: no Starlink. Viasat/Hughes on 95%+ of the fleet. Amazon Leo on 500 planes starting 2028.
The most profitable customers are the ones working on the plane. If a meaningful number of them at the margin move to United or Alaska, and move their credit card spend with them, this could be a great trade.
I'm not a public equities investors, but I know what happens when your best customers are this unhappy. The market figures it out eventually.
Fun part: I didn't place this trade myself. Grokbot researched it and executed the whole thing on @RobinhoodApp.
With $10k total, I'm long $UAL and $ALK and hold $DAL puts for the next year.
I'll post an update every month for the next year.
Not investment advice. (but if you tag your bot, it'll do the same for you)
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This is honestly one of the best win-win-win moments I've ever seen as an investor and a supporter of the startup ecosystem and a supporter of YC founders.
We're an investor in @ParadevAI (formerly Superset).
And Conductor is not just their main competitor, Conductor is also another YC company, and we have just an absolute ton of respect for @charlieholtz and the entire team.
The Conductor team has a great outcome and they're stoked, they're joining our YC buds at Meta. Meta will build incredible projects with this team inside their organization.
And for everyone that wants a model-agnostic, independent, IDE for running teams of agents - Paradev is now the clear leader.
Here are the migration docs:
docs.paradev.com/migrate-fro…
docs.paradev.com/migrate-fro…
I am very excited to share that Conductor is joining Meta!
We have some big, crazy plans for the next interface. If you liked Conductor, you’re gonna love what’s coming.
We’re super excited to work with @natfriedman and @alexandr_wang at MSL to build it. They’ve been on an absolute tear, and I’m convinced MSL has the highest talent density of all the labs.
A huge thank you to our earliest believers @aaron_epstein, @ilyasu, and @nabeel. And to everyone here who tried Conductor, sent us feedback, and prompt requests - you made this so much fun. Thank you ❤️🚂
Choo choo!
Yahia ends all his toughest engineering descriptions with...
'this will be fun'
The best jobs are not work at all.
Things get weird when you're serving 100M API calls/mo
There's actually a fun reason why our scraping quality is so much higher than everyone else's
We had the insane idea to send every single request through a real browser
Yes, when you make an API call to Context.dev, we spin your request through a full browser and respond in ~1 second
Why? Because the modern web is a mess of server-side rendering, client-side hydration, and JavaScript.
If you want the highest quality extraction, you need to actually render the page
The annoying part is doing this 100M times a month without going bankrupt or making users wait 10 seconds
So we've spent an absurd amount of time optimizing our infrastructure, squeezing every bit of performance out of our machines
This week, we're going even deeper
The goal is sub-second p95 latency, while making sure we can comfortably handle the next order of magnitude
100M requests/mo is fun. 1B will be more fun!
Congrats to Charlie and the Conductor team, truly pioneers! Since Conductor is shutting down, if you are looking something new:
@ParadevAI allows you to orchestrate all your favorite agents in a beautiful UI and from anywhere :)
We now have an integrated Chat for any agents + Cloud environment your team can create and share. Happy building!
I am very excited to share that Conductor is joining Meta!
We have some big, crazy plans for the next interface. If you liked Conductor, you’re gonna love what’s coming.
We’re super excited to work with @natfriedman and @alexandr_wang at MSL to build it. They’ve been on an absolute tear, and I’m convinced MSL has the highest talent density of all the labs.
A huge thank you to our earliest believers @aaron_epstein, @ilyasu, and @nabeel. And to everyone here who tried Conductor, sent us feedback, and prompt requests - you made this so much fun. Thank you ❤️🚂
Choo choo!
YC interview requests have not yet gone out.
When they do, there will be this whole sub-industry of YC alumni mock interviews and prep and advice and iteration and feedback.
But I can tell you right now exactly what you need to do to prepare:
Make more progress on your company in the next two weeks than any two weeks ever before.
In two weeks, you will have grown your users, learned new things from their users and changed portions of your product based on what you’ve just learned.
If your YC interview becomes in part a discussion of everything you’ve done and learned in the last two weeks, you’re going to do great.
Hey Apple,
Could we get an iPhone mini next year ?
Just once and I promise we won’t ask again for another six years.
Like it could be literally the iPhone 13 mini with just new components inside.
Asking on behalf of literally every runner.
I've read maybe ~10,000 YC applications. 8000 for YC admissions/PG quite a few years ago and anther 2000 informally as an alum.
There's a new and growing mistake and I want to share why it's more important than you think.
By the way - I try not to ever say YC admissions works this way or that way. That's YC's job and they're always changing things and making up their own minds.
But I will share my impression and you can see what you think - YC partners, please chime in as well if you like.
The YC application is fundamentally an evaluation of a founder's potential. And much less an evaluation of a specific business. (Airbedbreakfast transitioning into Airbnb because Brian, Nate, Joe never give up and never stop listening to their customers)
So, in your writing of the application, YOU need to shine through.
This batch, I read ~200 applications.
I'm guessing over half were significantly written, edited, or polished with AI.
That half was easily in the bottom half of my informal rankings, almost every time.
To be clear, most were NOT AI slop. I often couldn't tell at first they had used AI. Founders were pouring their heart and soul into their app - so I what I received was high quality.
But I think the AI really hurt them. Here's why:
Once polished by AI, I as reader lost insight into the personality of the writer.
I love the YC application because the questions are the same questions I would ask in office hours or casually to a friend that wanted help with their startup. It pushes the founder out of their pitchdeck/VC talk style into simple worded questions that can be answered simply as well. And great founders shine through when they just write like they talk. The LLM writing made answers feel more like a corporate cover letter, with the personality drained out.
The AI-assisted drafts also gave me a sense of mid work. The writing itself seemed like zero standard deviations from the mean. The LLMs had lopped off the outlier portions of sentences, paragraphs, and thoughts. Given the YC App is an outlier detector, a writing tool that lops off outlier writing is the opposite of what you want.
And the AI writing was needlessly verbose. Which hurts when a reliable predictor of great founders is that they're deep thinkers and deep thinking shines through in the density of their writing.
So...
I did an experiment. I asked a bunch of these seemingly AI-assisted app writers to talk with me live. I just asked them the same YC app questions and recorded their answers.
I then gave them back the transcripts. Unedited and unpolished.
And...
OMG! A good number turned from easy no to actual good applications.
Magic! Remove AI >> Improve application.
This happened BOTH with native English speakers and founders abroad.
So this is my recommendation to all of you.
Don't let AI touch your application, even for a second.
And maybe try the dictation approach with a friend.
My apologies to the YC admissions team if you already knew AI-written applications were crap and you were using this insight to help you easily move applications to the No pile.
YC's Winter Batch Application deadline is Nov 2nd.
Dear Apple iOS Dictation team:
GrokBot ≠ crockpot
Thank you for your attention to this matter!
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Hey @bot
Let me know when this is ready for us.
Clockshot has started!
By popular request, you can now text your dot.
Give it a task to take off your plate or something to keep an eye on, using text, photos, or even voice notes. It will text you proactively with relevant updates.
Safe, secure texting via iMessage or RCS. You’re the only one who can text your dot, and your dot can only text you. Rolling out now as a preview for Pro users in the US.
Nearly everyone I know has two versions of their trust and estate set-up.
1. It's on their to-do list to set up for themselves, for their parents, for their siblings, et cetera.
2. It was set up years ago. Lives in a folder somewhere and is no longer current with their assets or various advisors.
We invested in Sava because we realized this was the case for us personally, as well as nearly everyone in America. And because @nimit and Rush @updating_priors have perfect founder-product fit on what happens when you sell a company and didn't think through QSBS, wealth management, trust and estate issues.
I'm personally moving my family over to Sava for modern Trust set-up and on-going maintenance, and recommending it to every one of my friends and everyone in our portfolio.
It's also a perfect solution for estate lawyers and private wealth managers.
Read more in Axios today:
axios.com/pro/fintech-deals/…
And watch the video:
youtube.com/watch?v=yR2bV3KT…
After I sold Fullstack, I tried to set up trusts for my family. I could track a $20 pizza to my door but with a multi-million dollar trust I had no idea what was going on.
So @updating_priors and I built a new trust company.
Today Sava Trust Company, a Nevada-chartered institution, is going live. You deserve a better trustee!
savatrustcompany.com/blog/wh…























