YC W26: The Complete Analysis
Analysis of all 190 YC W26 startups. Hard-tech record, agent infrastructure density, service-as-software model, and the full table of every W26 company.
Sameer Nanda
Deep tech investing, agentic AI, and the physical-world constraints that matter.
Latest posts
Karpathy's Autoresearch Is Two Theses Running in a Loop
Karpathy's autoresearch ran 83 experiments overnight on one GPU. Here's how cheap verification makes the loop work, and why it matters for AI adoption.
Every Leap in Timing Precision Unlocks a Structurally New Class of Applications
ZaiNar's sub-nanosecond wireless sync enables sub-meter location without GPS, the missing infrastructure layer for physical AI.
Bilt Is Building a Data Moat
What Bilt is building underneath the rewards layer. Housing data, Banyan's SKU-level receipts, and open banking create a consumer spend view no one else has.
LLM-Generated Code Unlocks Superpowers LLMs Don’t Possess
Code is deterministic. LLMs are probabilistic. The handoff between them, through cheap verification, is what makes code generation categorically different.
The Copper Constraint: Why AI Infrastructure Needs Biology to Scale
Global copper demand is projected to nearly double by 2035. Endolith uses engineered microbes to extract 30-90% more copper from ore already being processed.
The AI Security Arms Race Just Went Parallel
Anthropic disrupted the first AI-orchestrated espionage campaign. One operator ran 30 parallel intrusions with AI handling 80-90% of tactical execution.
YC S25: The Complete Analysis
Company-by-company analysis of YC Summer 2025's 153 startups. 80%+ AI-focused, a third building autonomous agents. Full table of all 153 companies included.