ai-startups
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JUN 16, 2026
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JUN 16, 2026 Business deep
44% of YC's Spring 2026 batch is the same company. That's the bet.
A founder analyzed all 196 YC Spring 2026 companies and found 86 share one shape, AI-native B2B Agent-as-a-Service: YC's 2024 vertical-agent thesis executed at scale, and a wager that speed beats defensibility.
11 MIN
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APR 15, 2026 Business deep
Sequoia’s services-as-software thesis, in plain terms
Sequoia says the next $1T company will be 'a software company masquerading as a services firm,' a sentence that buries vertical SaaS as a category without ever naming it, and Harvey, EvenUp and Rillet are among the companies that fit.
28 MIN
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