YC在押注什么?
“Y Combinator 现在只资助 AI 包装公司。”
我一直听到这个说法,所以决定去查证一下。
我收集了过去五个 YC 批次中每一家公司数据,共有 793 家初创公司,1,625 位创始人。我抓取了他们的个人简介、标签、行业、合伙人分配——所有信息。
然后我进行了数据分析,并建立了一个完整的互动仪表板,详细展示了这些信息:https://yc-trends.vercel.app
这只是一个周末的探索,结果有些失控。
关于“包装公司”的说法?大多数都是神话。
只有 15% 是基于大型语言模型的薄包装公司。而且这个比例实际上还在下降,一年前是 17%,现在不到 13%。
真正的情况是?深度技术正在蓬勃发展。那些训练自己模型、构建机器人、进行实际研究的公司——在最新一批中占到了 29%。
YC 并没有变得懒惰,而是变得更加挑剔。
每位合伙人都有独特的风格。如果你在向 YC 提交项目,确保将你的公司类型与合适的合伙人匹配——这很重要。
Diana Hu = 基础设施,Garry Tan = 逆向投资,Harj Taggar = 企业 SaaS,Nicolas Dessaigne 是“医疗 + 安全”合伙人,Pete Koomen 是“经典 SaaS”合伙人。
查看原文
"Y Combinator only funds AI wrappers now."<p>I kept hearing this. So I decided to check.<p>I pulled data on every single company from the last 5 YC batches. 793 startups. 1,625 founders. Scraped their bios, tags, industries, partner assignments - everything.<p>Then I ran the numbers and built a full interactive dashboard breaking all of this down: https://yc-trends.vercel.app/<p>Just a weekend rabbit hole that got out of hand.<p>The wrapper thing? Mostly a myth.<p>Only 15% are thin wrappers on LLMs. And it's actually going DOWN, 17% a year ago, under 13% now.<p>The real story? Deep tech is surging. Companies training their own models, building robots, doing actual research - that jumped to 29% of the latest batch.<p>YC isn't getting lazy. It's getting pickier.<p>Each partner has a distinct fingerprint. If you're pitching YC, match your company type to the right partner - it matters.<p>Diana Hu = infra, Garry Tan = contrarian bets, Harj Taggar = enterprise SaaS,
Nicolas Dessaigne is the "healthcare + security" partner, Pete Koomen is the "classic SaaS" partner.