TickerTain
TickerTain
NewsroomShortsPortfolioConvergence
NewsroomShortsPortfolioConvergence
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
$ANTHROPIC·$MA····$INTC····$BLUE-ORIGIN·$SPCX····$CRWV····$CRM····$MSFT····$NVDA····$ORCL····$CURSOR·$AAPL····$OPENAI·$AMZN····$UBER····$GOOGL····$META····$TSLA····$DATABRICKS·$PERPLEXITY·$LYFT····$NBIS····$TSM····$LITE····$ANDURIL·
←

brad

T1 · high-signal investor

YC partner working with Deep Reach, a robotics data company leveraging global entrepreneur networks for real-world data collection.

5 calls·3 names·100% bull·last heard 8 days ago·Y Combinator
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$DIPOLE-LABSDipole Labs

Dipole Labs building first fully optical data center switch to eliminate GPU interconnect bottleneck

Electronic switches are now the bottleneck as GPU speeds scale; Dipole Labs' all-photonic switch removes this constraint by routing GPU-to-GPU traffic entirely with light, unlocking next-gen cluster performance.

Y Combinator2026-09episode →
2ndhigh conviction
$JUICEBOXJuicebox

Juicebox AI recruiting agent doubles revenue per seat by automating outreach and scheduling

Juicebox evolved from LLM-powered search to full-cycle recruiting agents that contact candidates and schedule interviews, doubling or tripling revenue per customer as enterprises pay premiums for end-to-end job automation.

Y Combinator2026-09episode →
3rdhigh conviction
$PHYSICAL-INTELLIGENCEPhysical Intelligence

Physical Intelligence foundation models become universal robotics base layer requiring vertical fine-tuning

PI's robotics foundation models are the new starting point for all YC robotics companies, but none work out-of-the-box — every vertical (data center cabling, box packing) requires massive proprietary fine-tuning datasets, creating a data-moat flywheel.

Y Combinator2026-09episode →

most discussed · click a bar to filter

  • $DIPOLE-LABS
  • $JUICEBOX
  • $PHYSICAL-INTELLIGENCE
5 total
$DIPOLE-LABS
Dipole Labs
MEDbrad·Y Combinator·8 days ago·The State of Startups in 2026
Dipole Labs building fully optical switches to solve GPU interconnect bottleneck
Dipole Labs is replacing electronic data center switches with fully optical switches to eliminate the interconnect bottleneck that limits GPU cluster performance as GPU speeds outpace electronic switching.
"there's a company called Dipole Labs in the current batch that is replacing the switches that are in data centers which are essentially the like routing systems between different…"
11:51
$JUICEBOX
Juicebox
MEDbrad·Y Combinator·8 days ago·The State of Startups in 2026
Juicebox AI recruiting agent doubling to tripling revenue per account
Juicebox evolved from LLM-powered people search to an autonomous recruiting agent that contacts candidates and schedules interviews, driving 2-3x revenue expansion per customer as enterprises pay more for end-to-end job automation.
"A company that I'm seeing um having this effect is Juicebox, an AI recruiting tool. ... recently they've launched an agent product which is really taking off and the agent like do…"
20:58
$DIPOLE-LABS
Dipole Labs
HIGHbrad·Y Combinator·8 days ago·The State of Startups in 2026
Dipole Labs building first fully optical data center switch to eliminate GPU interconnect bottleneck
Electronic switches are now the bottleneck as GPU speeds scale; Dipole Labs' all-photonic switch removes this constraint by routing GPU-to-GPU traffic entirely with light, unlocking next-gen cluster performance.
"Dipole Labs is building the first fully optical switch where it's like all photons from GPU A all the way to GPU B. And so it will actually be much faster than the electronic swit…"
12:21
$JUICEBOX
Juicebox
HIGHbrad·Y Combinator·8 days ago·The State of Startups in 2026
Juicebox AI recruiting agent doubles revenue per seat by automating outreach and scheduling
Juicebox evolved from LLM-powered search to full-cycle recruiting agents that contact candidates and schedule interviews, doubling or tripling revenue per customer as enterprises pay premiums for end-to-end job automation.
"Juicebox, an AI recruiting tool... recently they've launched an agent product which is really taking off and the agent like doesn't just search for the people. It like contacts th…"
20:39
$PHYSICAL-INTELLIGENCE
Physical Intelligence
HIGHbrad·Y Combinator·8 days ago·The State of Startups in 2026
Physical Intelligence foundation models become universal robotics base layer requiring vertical fine-tuning
PI's robotics foundation models are the new starting point for all YC robotics companies, but none work out-of-the-box — every vertical (data center cabling, box packing) requires massive proprietary fine-tuning datasets, creating a data-moat flywheel.
"All the YC companies that are using physical intelligence as models to deploy robotics, they're all fine-tuning the PI models. I don't think any of them are able to use the PI mod…"
28:14
no insights match this filter