The founders in recent YC batches seem more serious. There are fewer posers and scenesters. I asked the partners what's happening. They think it's because they've gotten better at picking.

I've been doing office hours with startups for 20 years now. I must have talked to over a thousand of them. How have I not become bored by it? I think the reason is curiosity. Each startup's idea is different, and it's a puzzle to figure out how to make it work.

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Vibe coding feels like a true superpower.

One thing I LOVE about vibe coding: It's so easy to pick up old projects or switch between projects. It used to take me an entire day to load all the code/context in my head. Now it comes pre-loaded.

If Lego raised the level of abstraction of their sensors and coding environment, kids would be able to build incredible robots. An (on-prem) AI camera that can recognize people/objects. An AI microphone that understands speech and can use that as input. A vibe-coding

LLMs use Google. But Google doesn't work well. Usually some SEO'd page gets cited by the LLM, when the LLM itself actually knew better. LLMs will ultimately use LLM-optimized search engines, not Google. Which is why we invested in Exa - search for AIs.

When I code I often have up to 4 different projects I’m working on simultaneoulsy as I wait for agents to finish. And I still don’t feel maxed out. I could be doing more and often want multiple agents on a single project on different branches and I want agents to be testing the

Now that an AI can build an entire project in 10 minutes, it feels frustratingly slow. I could iterate another 10x or 100x faster easily.

Product search is terrible. Terrible on Amazon. Terrible on Google. LLMs will save us from terrible product search. There is a good chance they'll use Channel3 (YC S25), which we just invested in. Internet-scale product search infrastructure. Channel3 (YC S25)

Charging "per seat" is dead. AI brings new pricing models. With token/usage-based pricing, it's very useful to have a higher-level payments API. Autumn (YC S25) is doing this with an open source library built on top of Stripe. YC startups love Autumn . So does

Is Zed's DeltaDB a git-killer? zed.dev/blog/sequoia-b…

You can automate your workflows in 1 line of code. Tim Suzman Thanks for the feedback on simplicity.