2025 was the year AI stopped feeling chaotic and started feeling buildable. In this Lightcone episode, the YC partners break down the surprises of the year, from shifting model dominance to why the real opportunity is moving back to the application layer, and why the next wave of AI startups may be just getting started. 00:00 Intro 00:50 Anthropic models are most preferred in the latest YC batch 05:36 Why aren’t there more AI consumer apps? 07:01 Swapping models in and out is becoming the norm 09:08 The big AI bubble question 14:37 Space as the solve for data centers…
Thursday, February 5
