TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
←
▶ 13:48 · $BSP · YC Demo Day, Spoon = Bent (Again), Boring Company Raises, Apple Duo 2 Predictions
episode briefing
TBPN

YC Demo Day, Spoon = Bent (Again), Boring Company Raises, Apple Duo 2 Predictions

2026-09-10 · 8 company · 11 thematic
sentiment
2 bull4 bear2 neu
speakers
gary tan

CEO of Y Combinator who wrote about the 'power of witnessing' — the unique value of human partners acknowledging founders' struggles in a way AI cannot replicate.

john coogan

Co-host of TBPN, a live technology and business show focused on startups, venture capital and Silicon Valley.

jordi hays

Co-host of TBPN, a live technology and business show covering startups, venture capital and Silicon Valley.

quote
“for the first time, I'm seeing glimpses of something that could be like a portfolio or a rollup where if you have Air Table, you get Miro for free or vice versa. And there's cross-selling options because if you like these more modern tools…”
—john coogan
now playing · $BSP
$BSP···neutral· lowjohn coogan
John Coogan: Bending Spoons may be building a rollup bundling Miro and Airtable
John Coogan speculates Bending Spoons' acquisition of Miro signals a shift from standalone efficient operations to a portfolio rollup strategy bundling collaborative tools like Mi…
$MIRObearish· highjordi hays
Jordi Hays: Miro's 90% valuation collapse predictive for current late-stage venture portfolio
Jordi Hays argues Miro's sale at $1.79B vs $17.5B peak valuation exemplifies a systemic late-stage venture bubble where many currently highly-valued companies will face 90% discou…
$HUGGING-FACEneutral· mediumgary tan
Gary Tan: Hugging Face central to agent swarm infrastructure threat
Gary Tan argues the industry should focus on Hugging Face and agent swarms taking over infrastructure rather than AI safety whistleblowers, emphasizing the need for technical shut…
$SILARbullish· mediumgary tan
Gary Tan cites YC company Silar solving prompt injection at 100ms latency
Gary Tan highlights Silar as an example of 'little tech' building practical AI safety infrastructure, capable of preventing prompt injection in production request loops at 100ms l…
$MERUbearish· mediumgary tan
Gary Tan: Meru's body-shop data labeling model losing to agentic new-wave competitors
Gary Tan criticizes Meru as a 'body shop' data labeling business being displaced by new agentic data companies like Afterquery and Data Curve that achieve hundreds of millions in…
$WDAY···bearish· mediumgary tan
Gary Tan: Workday's thousands of engineers not using agentic systems, vulnerable to disruption
Gary Tan argues Workday's large engineering workforce lacks agentic AI adoption, making it vulnerable to AI-native startups with 20-person teams that can out-execute legacy SaaS i…
$SUMMER-ENGINEbullish· high· posgary tan
Gary Tan reveals YC investment in AI-native gaming platform Summer Engine
Gary Tan discloses YC funding of Summer Engine, an AI-native gaming platform benefiting from codegen enabling user-generated content, which he believes represents the future of ga…
$RBLX···bearish· mediumgary tan
Gary Tan: Roblox not building for vibe-coding future, creating startup opportunity
Gary Tan argues Roblox isn't adapting to the vibe-coding paradigm where AI agents enable user-generated content creation, leaving an opening for new AI-native gaming platforms lik…