Y Combinator's W25 and S25 cohorts show a historic tilt toward vertical agents and developer tools, with outcome-based pricing emerging as a new model. I break down the visible patterns, the business models on display, and what founders operating outside Silicon Valley should copy from this reading of the batch.
Y Combinator's Demo Day 2024 (the W24 and S24 batches) shows vertical AI dominating roughly 55-60 percent of startups, with defense tech rising, climate holding steady, and consumer recovering. This article breaks down those patterns and draws concrete lessons for European founders and investors weighing whether to apply or invest.
5 min2964.5
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