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$ANTHROPIC·$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·
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diana

T3 · host / generalist

YC partner and co-host of The Light Cone; background in AR/VR and technical product; works with hard-tech and AI startups.

5 calls·5 names·80% 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
$ANTHROPICAnthropic

Anthropic overtakes OpenAI as #1 model API at YC with 52% share driven by coding superiority

Anthropic's deliberate focus on coding benchmarks has made it the preferred model for AI-native startups, capturing 52% of YC winter 2026 batch vs OpenAI's declining share.

Y Combinator2025-12episode →
2ndmedium conviction
$DIPOLE-LABSDipole Labs

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

Electronic switches are becoming the bottleneck as GPU speeds scale; Dipole Labs' all-photonic switch removes optical-electrical-optical conversion, enabling direct GPU-to-GPU photon routing for higher bandwidth and lower latency.

Y Combinator2026-09episode →
3rdmedium conviction
$MUTINYMutiny

Mutiny cited as model for AI-native skunkworks inside incumbents

Mutiny demonstrates how large companies can spin up small internal skunkworks teams to build AI-native systems from scratch, separate from the core business, as a path to overcoming legacy process inertia.

Y Combinator2026-04episode →

most discussed · click a bar to filter

  • $DIPOLE-LABS
  • $OPENAI
  • $ANTHROPIC
  • $MUTINY
  • $SQ

recurring themes

  • Enterprise AI Adoption1
  • Frontier AI Models1
  • AI Coding Agents1
  • AI Economics & Business Models1
5 total
$DIPOLE-LABS
Dipole Labs
MEDdiana·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 becoming the bottleneck as GPU speeds scale; Dipole Labs' all-photonic switch removes optical-electrical-optical conversion, enabling direct GPU-to-GPU photon routing for higher bandwidth and lower latency.
"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…"
11:53
$OPENAI
OpenAI
MEDdiana·Y Combinator·9 months ago·The Truth About The AI Bubble
OpenAI loses YC mindshare lead to Anthropic as model layer commoditizes
OpenAI's dominance at YC has collapsed from 90%+ to second place as founders adopt multi-model orchestration and Anthropic wins on coding tasks.
"And shockingly in this batch the number one API is actually Anthropic. Came out a bit more than OpenAI. Which who would have thought? I think when we started this podcast series b…"
0:53
$ANTHROPIC
Anthropic
HIGHdiana·Y Combinator·9 months ago·The Truth About The AI Bubble
Anthropic overtakes OpenAI as #1 model API at YC with 52% share driven by coding superiority
Anthropic's deliberate focus on coding benchmarks has made it the preferred model for AI-native startups, capturing 52% of YC winter 2026 batch vs OpenAI's declining share.
"And shockingly in this batch the number one API is actually Anthropic. Came out a bit more than OpenAI. Which who would have thought? I think when we started this podcast series b…"
0:53
$MUTINY
Mutiny
MEDdiana·Y Combinator·5 months ago·How To Build A Company With AI From The Ground Up
Mutiny cited as model for AI-native skunkworks inside incumbents
Mutiny demonstrates how large companies can spin up small internal skunkworks teams to build AI-native systems from scratch, separate from the core business, as a path to overcoming legacy process inertia.
"Some companies can achieve this by spinning up small internal skunkworks teams that can build AI native systems from scratch, separate from the core business. Mutiny is a great ex…"
9:47
$SQ
···
Block
MEDdiana·Y Combinator·5 months ago·How To Build A Company With AI From The Ground Up
Jack Dorsey rebuilding Block as AI-native intelligence layer
Jack Dorsey has concluded that keeping traditional org charts misses the AI shift entirely; Block is restructuring the company itself as an intelligence layer with humans at the edge guiding it rather than routing information through management layers.
"A great example is what Jack Dorsey is doing over at Block. After going deep on the tools, he's come to the same conclusion many have. This is about more than just incremental pro…"
6:52
9
Enterprise AI Adoptiontailwind
AI-native org design replaces middle management with intelligence layer
Companies should restructure around three archetypes — builder ICs, outcome-owning DRIs, and AI-founder leaders — eliminating human middleware because queryable, artifact-rich organizations let intelligence route information directly, making velocity a function of token usage not headcount.
8
Frontier AI Modelsmixed
Model layer commoditizes as Anthropic leads coding, Gemini rises, founders build orchestration layers
No single model dominates; Anthropic wins coding (52% YC share), Gemini grows to 23% on reasoning/grounding, founders abstract model choice via eval-driven orchestration swapping models per task.
8
AI Coding Agentstailwind
Software factories emerge: specs and tests drive agent code generation
A new paradigm where humans write specifications and test harnesses while AI agents generate, test, and iterate code until passing — some YC companies already operate with zero hand-written code, achieving 1000x engineer leverage.
8
AI Economics & Business Modelstailwind
Token maxing replaces headcount as primary scaling lever for startups
The critical shift is maximizing API token spend rather than hiring; one person with AI tools equals a pre-AI engineering team, so lean teams should run uncomfortably high API bills that are still far cheaper than equivalent headcount.