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jared

T2 · manager / operator

YC partner and co-host of The Light Cone; focuses on developer tools, AI infrastructure, and early-stage investing; former founder.

12 calls·12 names·92% bull·last heard 2 months ago·Y Combinator
track recordleaderboard →
hit rate
100%
avg alpha
+4.5pp
scored
1

top calls

best measured alpha vs SPY, then highest conviction · one per company
1st+4.5pp vs SPY
$NVDANvidiaposition

Jared remains long-term buy and hold on Nvidia despite near-term GPU capacity concerns

Nvidia faces GPU capacity overbuild concerns but remains a long-term hold; competition from AMD and TPUs increases compute supply which ultimately benefits AI application layer.

Y Combinator2025-12→
2ndhigh conviction
$SUPABASESupabaseposition

Supabase sees database demand explosion as AI agents choose it for best documentation

AI agents are autonomously selecting Supabase as the default Postgres database because its documentation is the most agent-friendly, driving explosive demand from vibe-coding humans and their agent swarms.

Y Combinator2026-02→
3rdhigh conviction
$RESENDResendposition

Resend wins agent-driven distribution by optimizing docs for LLM consumption

Resend became a top-3 customer acquisition channel via ChatGPT recommendations after deliberately restructuring its knowledge base with structured, code-rich, agent-parseable documentation, leaving legacy competitors like SendGrid behind.

Y Combinator2026-02→

most discussed · click a bar to filter

recurring themes

12 total
$NVDA
···
Nvidia
HIGHjared·Y Combinator·8 months ago· position
Jared remains long-term buy and hold on Nvidia despite near-term GPU capacity concerns
Nvidia faces GPU capacity overbuild concerns but remains a long-term hold; competition from AMD and TPUs increases compute supply which ultimately benefits AI application layer.
"Nvidia suddenly is on the outs. Like I think their stock is today is like around 170s or something. You know, I think I'm still a long-term buy and hold, honestly, but for the mom…"
10:37
$BOOM-SUPERSONIC
Boom Supersonic
MEDjared·Y Combinator·8 months ago
Boom Supersonic pivots jet engines to power AI data centers amid energy shortage
Boom Supersonic is repurposing jet engine supply chain to generate power for AI data centers, addressing the critical energy bottleneck constraining infrastructure buildout.
"Boom Supersonic, instead of making supersonic jets right now, is on this good quest to create enough power for a bunch of these AI data centers that are being built right now. The…"
15:17
$META
···
Meta Platforms
MEDjared·Y Combinator·8 months ago
Meta forced into defensive CapEx overinvestment in AI infrastructure per Zuckerberg
Meta must overinvest in AI CapEx to avoid being sidelined; the spend is Meta's capital risk not startups', creating infrastructure glut that benefits application layer.
"Yeah, it's what Zuck said in a political savvy this year, I think, right? It's like Meta may end up over investing like a significant amount in like the CapEx infrastructure, but…"
12:10
$ZEPHYR-FUSION
Zephyr Fusion
HIGHjared·Y Combinator·8 months ago· position
YC partner funds space fusion startup Zephyr Fusion betting physics pencils in orbit
National lab engineers proved fusion energy equations work in space; Zephyr Fusion aims to deliver gigawatts of orbital power for space-based data centers within 5-10 years.
"I just funded a uh a space fusion company that just graduated called Zephyr Fusion. And they actually had a great seed round out of demo day. They're in their 40s, they're nationa…"
16:41
$STARCLOUD
Star Cloud
MEDjared·Y Combinator·8 months ago
Star Cloud pioneered space data centers now validated by Google and Elon Musk
Star Cloud's initially mocked space data center concept has been validated as major tech players pursue orbital compute to bypass terrestrial power and land constraints.
"Do you remember summer 2024, there was a company called Star Cloud that came out and was one of the first to come out and say, 'We're going to make data centers in space.' And wha…"
14:39
$HELION
Helion Energy
MEDjared·Y Combinator·8 months ago
Helion Energy positioned to solve AI data center power shortage with fusion
Helion's fusion approach targets the energy constraint limiting terrestrial data center expansion, complementing space-based solutions for AI infrastructure power needs.
"We have Boom and Helion, which are solving the we don't have enough energy problem."
16:35
$REPLIT
Replit
MEDjared·Y Combinator·8 months ago
Replit leads vibe coding category as AI-native development tools gain traction
Replit is a winner in the vibe coding category that exploded in 2025, representing the shift toward AI-native software development tools.
"I think we were talking about it more as observing a behavior that was happening from our founders. And I was surprised to see that this became like a giant category. There's lots…"
21:06
$HARVEY
Harvey
MEDjared·Y Combinator·8 months ago
Harvey uses capital as moat in legal AI raising massive rounds to block competitors
Harvey's strategy of raising huge capital from top VCs creates a moat by locking up the investor base, though faces competition from second-wave companies like Llama and Giga.
"Harvey, the founders are incredible. Uh they were very early, and then there's this sort of idea of like for VCs, you could just go down Sand Hill Road, and like the fix is in. Li…"
26:50
$GAMMA
Gamma
HIGHjared·Y Combinator·8 months ago
Gamma hits $100M ARR with only 50 employees showcasing AI-native efficiency
Gamma demonstrates the new AI-native scaling model: $100M ARR with 50 people, inverting the traditional headcount-as-status metric and proving small teams can achieve massive revenue.
"Gamma was interesting to see like uh one of the biggest things that they said in their launch that I think is a very good trend is they said they got to 100 million dollars in ARR…"
29:30
$SUPABASE
Supabase
HIGHjared·Y Combinator·6 months ago· position
Supabase sees database demand explosion as AI agents choose it for best documentation
AI agents are autonomously selecting Supabase as the default Postgres database because its documentation is the most agent-friendly, driving explosive demand from vibe-coding humans and their agent swarms.
"Supabase has just seen like an explosion in the demand for databases, right? And the age Well, interesting is the agents are choosing Supabase as a default tool to like set up and…"
4:35