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.Razorpay is India's largest payments platform, processing over $180 billion annually. They were also the first Indian company YC ever invested in, and went through the W15 batch. In this fireside at Startup School India, co-founder and CEO Harshil Mathur sat down with YC's Jon Xu (Jon Xu) to...

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Y Combinator

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19,907 просмотров • 3 месяцев назад •via X (Twitter)

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Warp (YC W23) recently announced a $60M Series B and now serves more than 1,000 customers, processing over $600M in payroll annually and on track to surpass $2B in the next year. In this episode of Founder Firesides, YC's Harj Taggar sits down with Warp founder and CEO Ayush Sharma (Ayush S) to talk about how the company found its way into one of enterprise software's most competitive markets and why AI is fundamentally changing how software companies should be built. 00:50 - From India to MIT 03:10 - Betting on an Unsexy Problem 05:18 - The Wedge That Started Warp 09:49 - What "AI-Native" Really Means 12:31 - Building a Different Kind of Company 14:00 - Why AI Favors Technical Founders 16:42 - The Next Generation of Enterprise Software 21:25 - Why Investors Backed Warp 25:11 - The Future of Employee Management
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Warp (YC W23) recently announced a $60M Series B and now serves more than 1,000 customers, processing over $600M in payroll annually and on track to surpass $2B in the next year. In this episode of Founder Firesides, YC's Harj Taggar sits down with Warp founder and CEO Ayush Sharma (Ayush S) to talk about how the company found its way into one of enterprise software's most competitive markets and why AI is fundamentally changing how software companies should be built. 00:50 - From India to MIT 03:10 - Betting on an Unsexy Problem 05:18 - The Wedge That Started Warp 09:49 - What "AI-Native" Really Means 12:31 - Building a Different Kind of Company 14:00 - Why AI Favors Technical Founders 16:42 - The Next Generation of Enterprise Software 21:25 - Why Investors Backed Warp 25:11 - The Future of Employee Management

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Varun Vummadi (Varun Vummadi) is the co-founder of Giga, which builds AI agents for customer support for some of the biggest companies in the world, including DoorDash, one of the largest crypto exchanges in the US, and a top-three global telecom provider. At Startup School India, Varun sat down with YC's Ankit Gupta to talk about why he turned down a high-paying quant job to start a company, the multiple pivots it took to find the right problem, and how their small team of eight beat a 400-person competitor to land a contract with DoorDash. 01:33 — Early Days & Origin Story 03:37 — The YC Interview Disaster 06:28 — Pivoting Away From EdTech 07:25 — Finding the Real Idea 08:39 — Beating a Well-Funded Competitor 10:00 — Winning DoorDash With 8 People 11:09 — What GigaML Looks Like Now 12:40 — Advice for College Students 15:51 — Why Charge Early? 17:33 — The Next Big Bet 18:43 — Running the Company on AI 20:19 — How They Hire Engineers 22:04 — Product Over Sales 23:37 — Burn the Boats

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Outset (YC W23) is building an AI customer research platform used by companies like Google, Microsoft, and Nestlé. Its AI interviewers have now conducted millions of conversations, giving companies the scale and speed of a survey with the depth of a one-on-one interview. In this founder fireside, Outset co-founder and CEO Aaron Cannon sits down with YC's Harj Taggar to talk about building a product before the market was ready for it, how they helped create the category of AI-moderated research, and what comes next. Aaron shares how they're expanding beyond interviews with Outset's new Simulations Lab and Digital Twins, which let companies simulate their customers and get feedback on everything from messaging and pricing to new products. 00:24 — What Outset Does 01:18 — Building a Category Before the Market Was Ready 06:31 — Landing the First Enterprise Customer 08:14 — How Better AI Models Changed the Product 12:57 — When the Market Finally Caught Up 14:45 — From AI Interviews to Customer Simulations 19:40 — Aaron’s Path to Becoming a Founder

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The Founder's Bet on Interop ft. Philipp Zentner | LI.FI 🎙️ Arjun Chand sits down with Philipp to talk about building LI.F​I, betting on interop early, and what it took to go from hackathons to doing over $3 billion in volume monthly. This one is about Philipp's thesis-driven approach to building LI.F​I and his lessons as a founder from the journey over the last 4 years. Key timestamps from the episode: 0:00 – Intro and the Story Behind LI.F​I 4:49 – Betting on Interop and a Multi-Chain Future in 2021 8:52 – How to Hire the Early Team 11:56 – B2B vs B2C, and the Story Behind Jumper 16:52 – Getting LI.F​I’s First Customers and Scaling Sales 22:55 – Burnout, Balance, and How to Reset 29:36 – Fundraising in a Bear Market 35:25 – Interop Today: Slower Cycles, Fewer Bets 39:37 – What’s Next for LI.F​I: RWAs, Token Standards, and Aggregation 42:36 – TradFi Adoption, LI.F​I’s Position, and Building a B2B Brand 46:47 – Philipp’s Advice on Sales, Breaks, and Showing Up
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The Founder's Bet on Interop ft. Philipp Zentner | LI.FI 🎙️ Arjun Chand sits down with Philipp to talk about building LI.F​I, betting on interop early, and what it took to go from hackathons to doing over $3 billion in volume monthly. This one is about Philipp's thesis-driven approach to building LI.F​I and his lessons as a founder from the journey over the last 4 years. Key timestamps from the episode: 0:00 – Intro and the Story Behind LI.F​I 4:49 – Betting on Interop and a Multi-Chain Future in 2021 8:52 – How to Hire the Early Team 11:56 – B2B vs B2C, and the Story Behind Jumper 16:52 – Getting LI.F​I’s First Customers and Scaling Sales 22:55 – Burnout, Balance, and How to Reset 29:36 – Fundraising in a Bear Market 35:25 – Interop Today: Slower Cycles, Fewer Bets 39:37 – What’s Next for LI.F​I: RWAs, Token Standards, and Aggregation 42:36 – TradFi Adoption, LI.F​I’s Position, and Building a B2B Brand 46:47 – Philipp’s Advice on Sales, Breaks, and Showing Up

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Matcha tea is also about money. Its global market is growing at over 10% annually and is projected to touch US$10 billion in the coming years. Production is currently dominated by Japan and China, but with Assam’s first-ever foray into matcha, India finally has a foothold in this growing business. Hear from the innovators on how they cracked the code.
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Matcha tea is also about money. Its global market is growing at over 10% annually and is projected to touch US$10 billion in the coming years. Production is currently dominated by Japan and China, but with Assam’s first-ever foray into matcha, India finally has a foothold in this growing business. Hear from the innovators on how they cracked the code.

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Tomorrow I'm sitting down with Ben Nowack (Ben Nowack ☀️🌎🪞), co-founder and CEO of Reflect Orbital - a company putting mirrors in space to beam sunlight down to Earth at night. The reflector that makes it work is the same kind of mirror NASA spent 25 years building for the James Webb telescope. It delayed that $10 billion program for a year and a half because it kept failing. Ben's team builds a new one every three and a half days. This clip is how they pulled it off.
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Chris Powers

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In 2019, Cerebras solved the hardest problem in the computer industry - and nobody cared. I sat down with Elad Gil and sarah guo to talk through the 10 year journey of building Cerebras into a public company: Some highlights: - How we signed a $20B+ deal with OpenAI in 4.5 weeks - The 2-year stretch where we were burning $8m/month and couldn't even turn our chip on - How we solved one of the hardest problems in computing and for years, no one gave a sh*t - What open source is really doing to the AI ecosystem Full interview below
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Figma co-founder and CEO Dylan Field (Dylan Field) on how AI will transform design and why craft and attention to detail will be the ultimate differentiators. At AI Startup School in San Francisco. 01:38 – How Dylan and Evan Started Figma 02:58 – WebGL: From Games to Tools 04:10 – Buying Time to Build 05:48 – Staying Motivated Through Early Exploration 06:10 – Cold Emails, Early Feedback & First Users 08:24 – Launch Timing and Lessons on Shipping Early 10:08 – Culture of Constraints & Creative Problem-Solving 10:50 – Recognizing Product-Market Pull 13:32 – Why Design is the Differentiator in the AI Era 16:34 – Figma’s AI Product Launches & Expanding Beyond Design 18:56 – The Blurring of Design, Development, and Product 21:00 – The “MS-DOS Era” of AI Interfaces & Future Surfaces 23:26 – The Role of Design in AI Research & the Future of Designers 27:36 – Audience Q&A: AI Tools, Open Source, Principles, and Advice
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Figma co-founder and CEO Dylan Field (Dylan Field) on how AI will transform design and why craft and attention to detail will be the ultimate differentiators. At AI Startup School in San Francisco. 01:38 – How Dylan and Evan Started Figma 02:58 – WebGL: From Games to Tools 04:10 – Buying Time to Build 05:48 – Staying Motivated Through Early Exploration 06:10 – Cold Emails, Early Feedback & First Users 08:24 – Launch Timing and Lessons on Shipping Early 10:08 – Culture of Constraints & Creative Problem-Solving 10:50 – Recognizing Product-Market Pull 13:32 – Why Design is the Differentiator in the AI Era 16:34 – Figma’s AI Product Launches & Expanding Beyond Design 18:56 – The Blurring of Design, Development, and Product 21:00 – The “MS-DOS Era” of AI Interfaces & Future Surfaces 23:26 – The Role of Design in AI Research & the Future of Designers 27:36 – Audience Q&A: AI Tools, Open Source, Principles, and Advice

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Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation. In this fireside, co-founders Apurva Shrivastava and Tyson Chen sit down with Garry Tan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders. 01:28 - Finding the Right Market 03:25 - Why AI Is Bigger Than SaaS 06:59 - The AI Job Story Nobody Talks About 11:53 - How the Founders Met 16:59 - The Pivot 21:47 - Customer Love Beats Market Size 25:31 - Building an AI Workforce 29:35 - Why Customer Obsession Wins 34:12 - Growing to Eight Figures 37:22 - The Vision Beyond Home Services 38:54 - Building a Generational Company
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Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation. In this fireside, co-founders Apurva Shrivastava and Tyson Chen sit down with Garry Tan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders. 01:28 - Finding the Right Market 03:25 - Why AI Is Bigger Than SaaS 06:59 - The AI Job Story Nobody Talks About 11:53 - How the Founders Met 16:59 - The Pivot 21:47 - Customer Love Beats Market Size 25:31 - Building an AI Workforce 29:35 - Why Customer Obsession Wins 34:12 - Growing to Eight Figures 37:22 - The Vision Beyond Home Services 38:54 - Building a Generational Company

Y Combinator

84,506 просмотров • 2 месяцев назад

Aadit Palicha (Aadit Palicha) is the co-founder and CEO of Zepto, one of India's largest quick-commerce grocery platforms. Five years ago, Zepto was a WhatsApp group delivering groceries to neighbors in Mumbai during COVID. They've now grown into a company employing over 200,000 people, processing millions of deliveries per day. All built around a 10-minute delivery model powered by a network of dark stores. At Startup School India, Aadit sat down with YC's Jared Friedman to talk about the scrappy origins of Zepto, the pivot from a doorstep delivery model to owning their own dark store infrastructure and how the company is now using AI and robotics to drive supply chain efficiency and grow a fast-scaling advertising business. 00:17 – How Zepto Got Started 03:12 – Stanford or Startup? 04:46 – Competing in a Crowded Market 07:03 – The Pivot: Dark Stores & Zepto Is Born 10:30 – The 10-Minute Delivery Vision 12:04 – Obsessing Over 100 Customers 15:07 – The Hidden Supply Chain 18:11 – Scale & What Zepto Is Today 20:05 – The Long-Term Vision for Zepto 22:44 – How Zepto Uses AI 25:35 – The Engineering Team 26:12 – How Aadit Kept Leveling Up
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Aadit Palicha (Aadit Palicha) is the co-founder and CEO of Zepto, one of India's largest quick-commerce grocery platforms. Five years ago, Zepto was a WhatsApp group delivering groceries to neighbors in Mumbai during COVID. They've now grown into a company employing over 200,000 people, processing millions of deliveries per day. All built around a 10-minute delivery model powered by a network of dark stores. At Startup School India, Aadit sat down with YC's Jared Friedman to talk about the scrappy origins of Zepto, the pivot from a doorstep delivery model to owning their own dark store infrastructure and how the company is now using AI and robotics to drive supply chain efficiency and grow a fast-scaling advertising business. 00:17 – How Zepto Got Started 03:12 – Stanford or Startup? 04:46 – Competing in a Crowded Market 07:03 – The Pivot: Dark Stores & Zepto Is Born 10:30 – The 10-Minute Delivery Vision 12:04 – Obsessing Over 100 Customers 15:07 – The Hidden Supply Chain 18:11 – Scale & What Zepto Is Today 20:05 – The Long-Term Vision for Zepto 22:44 – How Zepto Uses AI 25:35 – The Engineering Team 26:12 – How Aadit Kept Leveling Up

Y Combinator

61,174 просмотров • 3 месяцев назад

.Alexandr Wang's advice to his 18-year-old self: develop your own internal compass for how the future will unfold, and hold conviction in it against the noise. At Startup School 2026, the Scale AI (YC S16) founder — now leading Meta’s Superintelligence Labs — talks with Garry Tan about rebuilding a frontier lab from scratch, why talent density compounds, and how to spot the exponential worth betting your twenties on. 00:07 — How Alexandr Wang Started Scale AI 03:25 — Pivoting to the Right Idea 06:23 — Conviction Before Consensus 09:06 — Why This Is the Best Time to Start a Company 11:27 — What Personal Superintelligence Looks Like 13:10 — Building a Frontier AI Lab 16:36 — Why AI Models Need to Be Cheap 20:01 — Vision Will Matter More Than Intelligence 24:06 — Systems Thinking in the AI Era 26:51 — The Biggest Opportunity in AI Today 29:25 — Advice to My 18-Year-Old Self
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.Alexandr Wang's advice to his 18-year-old self: develop your own internal compass for how the future will unfold, and hold conviction in it against the noise. At Startup School 2026, the Scale AI (YC S16) founder — now leading Meta’s Superintelligence Labs — talks with Garry Tan about rebuilding a frontier lab from scratch, why talent density compounds, and how to spot the exponential worth betting your twenties on. 00:07 — How Alexandr Wang Started Scale AI 03:25 — Pivoting to the Right Idea 06:23 — Conviction Before Consensus 09:06 — Why This Is the Best Time to Start a Company 11:27 — What Personal Superintelligence Looks Like 13:10 — Building a Frontier AI Lab 16:36 — Why AI Models Need to Be Cheap 20:01 — Vision Will Matter More Than Intelligence 24:06 — Systems Thinking in the AI Era 26:51 — The Biggest Opportunity in AI Today 29:25 — Advice to My 18-Year-Old Self

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69,145 просмотров • 1 месяц назад

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents
40:27

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents

Y Combinator

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