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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.

4 calls·4 names·75% bull·last heard 4 months 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 Combinator2025-12→
2ndmedium 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 Combinator2026-04→
3rdmedium conviction
$SQBlock

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.

Y Combinator2026-04→

most discussed · click a bar to filter

recurring themes

4 total
$OPENAI
OpenAI
MEDdiana·Y Combinator·8 months ago
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·8 months ago
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·4 months ago
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·4 months ago
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