YC's Latest Bets: Bullish or Bearish?

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The re:Start Pod

59 episodes

2 weeks ago

Three founders. One exit. Countless new beginnings. We sold our AI company — and now we’re back at square one, figuring out our next re:Starts. Every week, join Damon Burrow, Lakshya Bakshi, and Shashi Mudunuri as we digest the biggest stories in AI, tech, and innovation while also sharing the behind-the-scenes of building what’s next. From brainstorming new ventures to collaborating across industries and hosting candid conversations with fellow builders, The re:Start Podcast is where post-exit founders trade playbooks, predictions, and lessons learned for the sake of discovering their next

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YC's Latest Bets: Bullish or Bearish? - Ep 59

The re:Start Pod

48 minutes 15 seconds

3 months ago

YC's Latest Bets: Bullish or Bearish? - Ep 59

In this episode of the ScholarAI Founders Pod, the founders go head-to-head on YC’s latest Request for Startups—ranking each of the six bets as bullish or bearish. From “retraining workers for the AI economy” to “using LLMs instead of government consulting,” no idea is safe from scrutiny.Why are AI credentials a broken business model? Is video generation just a hype trap? Could multi-agent infra actually be a VC graveyard? And are the most boring enterprise startups also the most likely to survive?They debate whether you can build a 10-person, $100B company—and if YC is still the right place to do it. Plus: founder memes, creative economy bets, and why most "agentic frameworks" might just be Python wrappers in disguise.Also: how Palantir beat Silicon Valley at the government sales game, and the truth about startups that lift more than just capital.(0:00) Intro – Welcome to YC's RFS(2:25) Scanning the List(7:42) AI Workforce Training(18:04) Video Generation as a Primitive(24:43) 10 People, $100B Companies(29:51) Multiagent Systems(34:10) Enterprise SaaS....still...(36:11) Govt ContractingFollow the Founders: https://x.com/reShashihttps://x.com/Lakshya__Bakshihttps://x.com/DamonBurrowFollow ScholarAI: Twitter/X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-aiTry our new app: https://notilo.ai#AI #Startups #YCombinator #FoundersPod #LLM #Agents #GovernmentTech #Cursor #EnterpriseSaaS #YCRequestForStartups #Claude #OpenAI #Infra #FounderMemes #CreativeTech #VentureCapital #MemeStartups #ScholarAI