AI is making software easier to build more than we thought.But in deep tech/Medtech fields, the moat is often elsewhere:
Clinical data.
Hardware integration.
Regulation.
Workflow.
Distribution.
That’s where the hard work still is.
I do NOT agree with him insights. you know,There are many religions,races and ethnic in the world, aren't there?
Elon Musk says AI will make money disappear https://t.co/t1MsAFEJ9Q
The U.S. has a shortage of accountants right now, which is driving growth of Rillet CEO Nicolas Kopp's AI-native accounting platform so much, he raised $100M in 48 hours. https://t.co/cEiqZV5Snd
Meanwhile in hot narratives, Series A investors are paying 100-300x multiples, or Series B prices for Seed risk.
Once narratives rotate, multiple compression is a bitch. Those who top blasted software in 2021 found out companies can 5x+ their revenue and still be valued less.
In today’s venture market, I’ve increasingly been advising founders that their story needs to be encapsulated in just three bullets that are shareable and digestible within a firm that’s deciding about spending more time with them:
-Grand, audacious vision for future state of the world that you’re building in which the VC needs to believe in (if they aren’t operating from a default yes stance on this point, then you’re DOA) and your company’s role in it
-Founders and why you’re the best in the world to execute this vision
-Any semblance of traction (hires, revenue, product, etc.) that validates the above
Two economists mathematically proved that AI will destroy the economy.
Researchers from Wharton and Boston University published a terryfiying paper called "The AI Layoff Trap."
They mapped out the economic end-game of the AI transition, and it exposes a fatal flaw in competitive capitalism.
When a company replaces a worker with AI, it captures 100% of the wage savings.
But that displaced worker is also a consumer. When they lose their job, they stop buying things.
The company gets all the savings, but the loss of consumer demand is spread across the entire economy.
If there are 20 competitors in a market, a CEO only absorbs 1/20th of the economic damage their layoffs just created.
So every single rational CEO has a mathematical incentive to automate as fast as possible.
They can literally see the cliff approaching, and they still step on the gas.
It triggers an unavoidable Prisoner’s Dilemma. If you don't automate, your competitors will, and they will crush you on price.
It doesn't just hurt workers. It destroys the businesses, too.
The economy gets trapped in an automation arms race. Companies fire their workforce to stay competitive, until the entire consumer base is completely hollowed out.
At the limit, the paper concludes: “Firms automate their way to boundless productivity and zero demand.”
And the scariest part?
The researchers mathematically tested every popular fix.
Universal Basic Income? Fails. It raises the living standard but doesn't change the corporate incentive to cut jobs. Retraining? Fails. Worker equity? Fails.
The paper proves that more competition actually makes the collapse happen faster. And "better" AI makes the damage worse.
The only thing that mathematically stops the collapse is a targeted automation tax, forcing companies to pay for the purchasing power they destroy before they automate the job.
old way to build a $10m startup:
– do yc
– relocate to sf
– close a $5m round
–hire 5 engineers
– build for 12 months
– launch in techcrunch/media
new way playbook:
– find a real problem ai can solve
– ship it yourself with ai tools
– post to x, insta, reddit, tiktok, do ugc
– growth = 'just email ppl who can buy' + warm outbound
– ship a bunch, double down on winners
All the best startup accelerators to apply in 2026 (below FULL spreadsheet):
[ Top-Tier ]
1. Y Combinator (~$500k, 7% on $125k + uncapped SAFE)
2. a16z Speedrun (~$500k for 10% + $500k follow-on)
3. Techstars (~$220k, bumped from $120k in fall 2025)
4. Founders Inc (~$100-250k for 4-7%)
5. Sequoia Arc (~$1M, terms per company)
6. South Park Commons (~$1M total, $400k for 7% + $600k guaranteed)
7. HF0 (up to $1M uncapped for 5%, repeat founders only)
8. On Deck ODX (DISCONTINUED 2022, skip)
9. Pear VC PearX (~$250k-2M for ~10%)
10. 500 Global Flagship (~$150k for 6%)
[ AI / ML Specific ]
11. AI Grant (~$250k for 7%, Nat Friedman + Daniel Gross)
12. AI Fund (~$1M+, Andrew Ng, studio model)
13. NVIDIA Inception (credits + perks, no equity)
14. Microsoft for Startups (up to $150k Azure credits, no equity)
15. Google for Startups AI Accelerator (credits, no equity)
[ Vertical / Deep Tech ]
16. SOSV (~$525k across IndieBio, HAX, Orbit)
17. IndieBio (biotech, ~$525k = $250k for 6-8% + Genesis SAFE)
18. HAX (hardware, ~$525k via SOSV)
19. Greentown Labs (cleantech, workspace + grants)
20. Activate (deep science fellowship, 2-yr stipend)
[ Crypto / Web3 ]
21. a16z crypto CSX (~$500k for 7%, SF in-person)
22. Alliance (~$500k, ALL18 starts Sept 7)
23. Outlier Ventures Base Camp (~$250k, per-chain verticals)
24. Coinbase Base Builder (varies, mostly non-dilutive)
[ International / Regional ]
25. Seedcamp (~€350k-1M first check, rolling, Europe)
26. Entrepreneur First (~$250k = $125k for 8% + uncapped MFN)
27. Antler Disrupt US (~$400k = $250k for ~9% + uncapped)
28. Brinc (~$100k, Asia + Middle East)
29. Station F (Paris campus, hosted-program terms)
30. Founder Institute ($499-999 fee + 2.5% Equity Collective warrant)
[ Pre-Seed / Idea Stage / Niche ]
31. Z Fellows (~$10k for 1%, pre-product)
32. ERA NYC (~$100k for 8%, generalist)
33. The Residency (community-first, no standard check)
34. Plug and Play (varies, often non-dilutive)
35. Build For Tomorrow (community + grants)
Four things worth knowing:
1. small program acceptance rates are higher than YC, not because they're easier, because the funnel is smaller. apply to 5-7, not 1
2. brand premium on YC is real but not infinite. Arc + Speedrun + HF0 carry signal too
3. "$X for Y%" is the only number that matters. uncapped MFNs are not free money, they dilute you on the next round
4. avoid any list still quoting Techstars at $120k, ODX as active, HF0 at $100k, or Founder Institute as "$10k for 4%". all wrong
Shared with you those where I am going to apply with my ideas and products
Terms shift annually. Verify on each program's site before applying
gl with successful raising
Dr. Akiko Iwasaki @VirusesImmunity will receive the 2023 Else Kröner Fresenius Prize for Medical Research, one of the most prestigious honors of its kind, honoring her “groundbreaking contributions in the areas of ‘diseases of worldwide significance.'”
@YaleMed@YNHH@YaleIBIO