Dalton and Michael say tarpits are a small subset of ideas that repeatedly attract founders and often fail. They are unusually appealing and familiar, and friends may praise them, as with food discovery. An idea is not a tarpit just because someone dislikes it or because it is bad.
Tarpit Ideas: The Sequel
Speakers
YC partners Dalton and Michael discuss how to recognize tarpit startup ideas and how new technology, especially LLMs, can change which ideas are worth pursuing.
Many tarpit ideas have been tried repeatedly without a meaningful change in conditions. New technology can change that: the speakers say they are open to classic ideas becoming viable when founders explain what is now possible. They distinguish common ideas like “Copilot for X” from tarpits, since not enough people have tried those ideas yet.
The speakers say each wave of technology makes a different set of problems addressable. They describe funding an AI-generated podcast company that would not have seemed viable before LLMs and voice generation. Founders need to explain how the technology makes their specific problem solvable now.
One pattern assumes people will adopt a better way of doing things, such as an app for coordinating plans with friends; changing behavior across a group is difficult. Another pattern promises quick riches through a temporary arbitrage, illustrated by people inspired by WallStreetBets who wanted to manage friends’ investments.
The speakers say the tarpit list changes as technology changes. They suggest skepticism when an idea seems easy, receives unusually positive feedback, or seems like it should already exist. Their practical advice is to talk to users and get a customer rather than relying on a video to judge an idea.
Takeaways
- Treat repeated attempts and unchanged conditions as evidence to investigate, not an automatic verdict.
- Explain what has changed and how it makes the problem solvable now.
- A common idea is not automatically a tarpit; look for repeated attempts and failures.
- Be cautious when an idea gets easy praise but lacks evidence from users.
- Talk to potential customers and try to get one before deciding an idea is validated.
Mentioned in this talk
Search inside this talk
What was claimed 4
- featurelarge language models: Can help make some previously infeasible startup ideas accomplishable
“new technology might make something accomplishable that wasn’t accomplishable before”
YouTube Unverified1 source· Talk
- feature
Microsoft Copilot: Works well for developers
“Copilot’s working great for developers”
YouTube Unverified1 source· Talk
- featureAI-generated podcasts: Can be created using LLMs and voice generation
“Without LLMs and the ability to do voice generation, I would never have considered funding it.”
YouTube Unverified1 source· Talk
- featurePocketPod: Plays a personalized podcast that can include generated speech resembling the speaker
“Then it played a quote of me talking to a reporter”
YouTube Unverified1 source· Talk









