AI Startup Trends: Insights from Y Combinator’s Latest Batch

Unlike the prior wave of AI startups, there are a clear set of infrastructure-centric companies with broad adoption and rapidly growing usage - this includes OpenAI, Stability.AI, Hugging Face, Weights and Biases, and others. While revenue is lagging usage for a subset of companies in this segment, it is ramping quickly in a manner not atypical for... See more

GenAI has a user retention problem. And low user retention means GenAI products are not yet providing enough value to their core users to reduce churn or to gain much time in product when looking at DAUs and MAUs compared to other apps.

This is where and why there will be consolidation in the GenAI space. I expect tons of tools to merge in a few pla... See more

• How valuable is what I’m doing?


• What makes this hard for others to do?


• Could this get dramatically easier because of what others launch or how the industry evolves?


• If this does get easier, do I have a “Plan B” to create differentiated value?
  
  Note: An early version of this post appeared in my personal blog (still a work in progress). Decided to

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