AI Startup Trends: Insights from Y Combinator’s Latest Batch...

AI Startup Trends: Insights from Y Combinator’s Latest Batch

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What we look for in AI companies (and why they are different)

6 months ago it looked like AI / LLMs were going to bring a much needed revival to the venture startup ecosystem after a few tough years. With companies like Jasper starting to slow down, it’s looking like this may not be the case. Right now there are 2 clear winners, a handful of losers, ... See more

Sam Hogan 🇺🇸x.com

The moats are in the customers, not the data. We predicted that the best generative AI companies could generate a sustainable competitive advantage through a data flywheel: more usage → more data → better model → more usage. While this is still somewhat true, especially in domains with very specialized and hard-to-get data, the “data moats” are on

What we look for in AI companies (and why they are different)

Sonya Huang • Generative AI’s Act Two