Early stage venture capital firm investing in top Y Combinator startups pre-Demo Day. Conviction, speed, and early signal that compounds.

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🦄HiJoJo.com 会員先行公開 米国VCエイト・キャピタル創業者ラビ・チャクラ氏とHiJoJo Partners創業者メンザス・スピリドンによる対談【後編】を会員の皆さまに先行公開しました YCプログラムの参加経験から米国スタートアップ界隈のリアルに迫ります🚀
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EightCapitalVC retweeted
YC works with thousands of founders every year, which gives us an early look at how startups are changing. Right now, the shift is striking: startups are moving from bits to atoms, nearly one in five YC companies has a solo founder, and companies are reaching meaningful revenue faster than ever. In this episode of the Lightcone, @garrytan, @snowmaker, @sdianahu, and @harjtaggar dig into what’s driving these changes and what they mean for founders. They discuss how AI is making it possible for smaller teams to take on more ambitious problems, why experienced founders are having a resurgence, and why knowing what to build is becoming more important than simply knowing how to build it. 01:06 — Startups Are Moving From Bits to Atoms 03:29 — Why AI Is Making Hard Tech Easier 05:21 — Defense, Manufacturing, and the Return of Hard Tech 09:48 — AI Compute Is Becoming a Physical Infrastructure Problem 12:34 — Robotics Is Approaching Its ChatGPT Moment 15:40 — Software Isn’t Dead. It’s Becoming the Harness 17:59 — Why AI Startups Are Growing Faster 22:52 — The Hidden Boom in Data and RL Environments 27:08 — Why Robotics Will Need Specialized Models 29:38 — The Rise of the Solo Founder 32:54 — Why Experienced Founders Are Back 34:59 — What Founders Should Do Right Now
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Incredible milestone for the @Better_Auth team joining forces with @vercel! Open-source, framework-agnostic auth entering the agent era is a powerhouse combination. Proud to have backed the team from early on. Huge congratulations! 🚀
Better Auth is joining Vercel. Vercel shares our commitment to keeping auth open source, framework and platform agnostic. Joining forces gives us more resources and room to focus on building the framework that much of the community relies on. Together, we’ll also be able to invest more deeply in where auth is heading: a future where agents act on users’ behalf and need secure, scoped, and revocable access.
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Congratulations to the @starslingdev team on the $3M raise! Excited to partner up for what’s ahead! 🙌🏻
Today we’re announcing our pre-seed round and a new product: @starslingdev Review Runners - code review agents that use your model key, your team’s skills and scripts, and reviewers you define, all running in GitHub Actions. We’ve raised $3M from @BessemerVP and @ycombinator to make code verification agent-native. code → verification (ci + code review) → production
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Thrilled to be backing the incredible team at @copperlaneai! The mortgage industry is long overdue for an AI native transformation 🚀
Replying to @copperlaneai
@copperlaneai is excited to announce our $4.1M seed round, led by @TQVentures, with participation from @ycombinator, @usnews Digital Ventures, @EightCapitalVC, and various angels from @mercor and others.  Building the AI-native mortgage origination platform.
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He sold his first startup to @Google. Helped build what became Google Workspace. Now he's reimagining organizational productivity. New 8Spotlight with Wayne Crosby (@wcrosby), founder & CEO of OrgOrg (YC S24) 🎧 piped.video/YDH33Y4eZ0Q?si=apZq…
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We go deep on the evolution of work, hyper-personalized software stacks, and what it takes to build for speed today. One of the sharpest conversations we've had on the show!💡
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There is no try with @ycombinator's P26 batch. The drops keep coming, the ideas keep getting sharper, and the signal is getting louder by the week. Here are 5 companies that caught our eye this week:
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Archer Archer is building instant payouts for work and incentives, letting businesses design commission and referral programs in natural language and pay recipients in stablecoins.
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Kugel Audio KugelAudio is building on-prem enterprise text-to-speech for Europe, supporting 25+ languages with the latency and data sovereignty that EU enterprises require.
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Congratulations to the @mastra team on their $22M Series A! Mastra is building a developer-first platform to create, deploy, and scale AI agents and workflows, bringing structure and reliability to production AI. Excited for the journey ahead! 🚀🚀
We’re excited to announce today that @mastra has raised a $22M Series A led by Spark Capital. This brings our total capital raised to $35M:
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We are thrilled to partner with @sygaldry_tech on this journey to revolutionise AI infrastructure! With $139M raised and a focus on quantum-driven performance and efficiency, they’re tackling one of the biggest challenges in AI today. 🚀
Today we're pleased to share that Sygaldry has raised $139M to build quantum-accelerated AI servers for AI data centers, delivering more compute per watt. We're hiring brilliant, curious, kind, and collaborative scientists, engineers, and more. bit.ly/48KBufk
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We’re back with another episode of 8Spotlight🎙️ This time, we sit down with co-founders Gabriel Birnbaum, Eric Meier and founding engineer Tammo Ronke, the team behind Y/n- one of the fastest-growing AI consumer apps redefining interactive storytelling. piped.video/watch?si=6dM5k…
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From bold pivots to viral growth—how do you build something people can’t put down? We dive into the grind of scaling AI, what keeps users hooked for hours, and the vision for the “Entertainment Machine.” If you’re into consumer AI & the future of entertainment - this is for you.
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Thrilled to see @Lio_Technology (fka AskLio) announce its $30 million Series A led by @a16z! Lio is building the first multi agent system for enterprise procurement, automating sourcing, negotiations, and end-to-end contract management. Big things ahead🚀
Announcing Lio's $30M Series A, led by Andreessen Horowitz! Procurement still operates like an administrative back-office function: rigid software, manual workflows and endless headcount. Enterprises spend over $180 billion annually on procurement talent and roughly $10 billion on procurement software, yet the problem persists. More software hasn't solved it. More hiring won't either. Introducing @Lio_Technology (formerly askLio) the world's first multi-agent system for procurement. Our virtual workforce is already deployed at some of the world's largest enterprises, taking over the manual work that buries buyers, shared service centers, and BPOs today. But Lio doesn't just do the same job - it does work that was never humanly possible: renegotiating every contract, sourcing across every category, and preparing as well as analyzing every negotiation, all at once. Lio's AI agents operate on top of existing procurement software and ERPs - no rip-and-replace - autonomously executing workflows end to end. The results speak for themselves: -   95% adoption rate -   85% reduction in manual work -   10% incremental savings -   100% customer retention Lio isn't a dashboard or a copilot. It's the execution layer for enterprise procurement. As one Head of Procurement put it: "Lio is a cheaper, more scalable, and faster-to-onboard alternative to outsourcing." Lio’s agents are already managing billions of dollars in enterprise spend across dozens of Global 2000 and Fortune 500 companies – from manufacturers to reinsurers to huge industrial conglomerates. This raise accelerates our US expansion and the growth of our agent ecosystem as we build the infrastructure powering AI-driven procurement. A huge thank you to our incredible team, customers, and advisors. Proud to have outstanding investors on board: the round was led by @a16z - special thanks to @seema_amble - with participation from SV Angel, @HarryStebbings, @ycombinator, and a group of leading procurement executives and successful founders. Additional thanks to @BKRoberts, @arampell, @jamdac, @zephratic and @t_blom. Whether as an enterprise partner or a new team member — join our mission now!
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Every @ycombinator batch tells a story. Thousands of founders apply. A small group gets in. And the ones who do? They're usually building something the rest of us will be talking about in the coming years.🚀 Here's what caught our eye this week:
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Carson Carson is building an AI agent that creates custom interfaces for knowledge work transforming research, email, and slides into secure, task-specific workspaces.
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General Astronautics General Astronautics is building autonomous robots for microgravity labs, automating orbital experiments so research in space no longer depends on scarce astronaut time.
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