I listened to 100+ YC pitches yesterday, so here are my takeaways:
The strongest ones made it very clear, very quickly, why you should bet on them.
The most memorable companies used real concrete evidence - not vague jargon words like "revolutionizing" or "agentic agent-native AI B2B SaaS":
Some examples were ARR metrics, a cracked founder, or a chart simple enough to understand in 5 seconds.
@TaskletAI was a great example: $5M ARR and the ex-Firebase CTO founder.
Evidence and numbers are undeniable. It doesn't matter how crazy your idea seems. We're literally building the agent-native AWS alternative.
That said, I noticed a few patterns within the YC P26 batch:
This batch seemed to have had a much higher concentration of robotics and defense-related companies.
Also, nearly every company was building agents or "agent-native XYZ" so every pitch started to blur together for me.
I believe what made my company, @InsForge, still feel different was the fact that we were not competing on the application layer, but rather building the infrastructure layer that all these agent-native companies would be using to operate (plus our metrics & charts of course).
To wrap things up, here's my final lesson for founders:
Investors hear sooo many pitches. Everyone starts to sound the same.
So DO LESS.
Seems counterintuitive, but you only have 60 seconds.
Stop explaining your whole company.
The only goal is to make investors want to talk to you.
If you want to create FOMO, do not explain everything.
Only the best things that will get you another conversation.
Hope this helps other founders, and I'll continue to share my learnings here!
Sales teaches you communication.
Marketing teaches you strategic thinking.
Scaling a business teaches you mindset and leadership
Entrepreneurship is the best personal development program.
There will always be someone doing less than you, making more money than you.
The day you realize that should not matter to your happiness, you’d be fine.
Chase your own dreams, focus on your growth. If you keep chasing others unhealthily, you’d always be unhappy.