YC partner and co-host of The Light Cone; background in AR/VR and technical product; works with hard-tech and AI startups.
no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY
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.
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.
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.