Garry Tan, Jared Friedman, Diana Hu and Harj Taggar walk through what thousands of YC applications reveal about how startups are changing. Nearly one in five YC companies now has a solo founder, hard tech and robotics are climbing, and teams are reaching meaningful revenue faster than ever.
They argue AI is letting smaller teams take on more ambitious problems, that compute has become a physical infrastructure problem, and that knowing what to build now matters more than knowing how to build it.