YC Demo Day, Spoon = Bent (Again), Boring Company Raises, Apple Duo 2 Predictions
TBPN covers YC Demo Day S26 with Garry Tan and five founders building humanoid robots, satellite infrastructure, AI safety evals, agent payments, and medical research tools.
The gist
-
Hard tech is now 25% of YC's batch, up 40x in three years, as small teams use AI models to replace costly domain experts.
-
YC startups get $2M in cloud credits plus $500K cash, letting two-person teams run R&D that once required $50M or more.
-
Nori Robotics priced its humanoid robot at $1,688 to encourage early adoption while AI control systems are still catching up.
-
Agent Card solves bot detection on checkout pages so AI agents can complete purchases on a user's behalf, opening a new commerce category.
Also mentioned
3:17
SpaceX
· "We're working on that with SpaceX. Elon occasionally delayed. I think he's going to make it before the next..."
3:38
AI 2027
· "Daniel from AI 2027 was on Joe Rogan. It was an interesting listen. He makes a lot of good points. He..."
17:06
Tailwind
· "Tailwind got acquired by Shopify. I think Tailwind was accelerating AI software development. I thought it..."
17:49
iPhone Duo
· "Apple seemed to get really good with the lighting placement to not show up the crease. I don't care about..."
Ads in this episode
CrowdStrike, Codex, Cisco, MongoDB, Railway, Figma, Public, Ramp, Shopify, New York Stock Exchange. They're paid, so we keep them out of the picks above.
See what TBPN recommends without being paid →
◎
Related episodes
Episodes covering similar topics
Why the Future of Video Games is Moving Back to the Dinner Table
hardware startups
More from TBPN
🗽 Live from NYSE
Nov 02, 2026
Warren Buffett & Charlie Munger LIVE on TBPN 🎃
Oct 30, 2026