42:22Lightcone: Consumer is back, What’s getting funded now, The vibes immaculate
Y Combinator partners compare its Winter 2024 batch with earlier batches to explain why AI, consumer products, and developer tools are drawing renewed interest. They discuss how platform shifts create room for new products, why open-source developer tools can grow through developer adoption, and how founders can evaluate opportunities beyond labels like “tech-enabled.” The talk also examines declining interest in crypto and international marketplace ideas, alongside a younger, more technical founder profile. The partners point to rapid product launches, revenue growth, and investor optimism as signs that this AI-driven wave is still beginning.
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