YC's Latest Bets: Bullish or Bearish? - Ep 59

In this episode of the ScholarAI Founders Pod, the founders go head-to-head on YC’s latest Request for Startups—ranking each of the six bets as bullish or bearish. From “retraining workers for the AI economy” to “using LLMs instead of government consulting,” no idea is safe from scrutiny.Why are AI credentials a broken business model? Is video generation just a hype trap? Could multi-agent infra actually be a VC graveyard? And are the most boring enterprise startups also the most likely to survive?They debate whether you can build a 10-person, $100B company—and if YC is still the right place to do it. Plus: founder memes, creative economy bets, and why most "agentic frameworks" might just be Python wrappers in disguise.Also: how Palantir beat Silicon Valley at the government sales game, and the truth about startups that lift more than just capital.(0:00) Intro – Welcome to YC's RFS(2:25) Scanning the List(7:42) AI Workforce Training(18:04) Video Generation as a Primitive(24:43) 10 People, $100B Companies(29:51) Multiagent Systems(34:10) Enterprise SaaS....still...(36:11) Govt ContractingFollow the Founders: https://x.com/reShashihttps://x.com/Lakshya__Bakshihttps://x.com/DamonBurrowFollow ScholarAI: Twitter/X: https://x.com/ScholarAIInstagram: https://instagram.com/scholarai_/TikTok: https://tiktok.com/@founders.podLinkedIn: https://linkedin.com/company/scholar-aiTry our new app: https://notilo.ai#AI #Startups #YCombinator #FoundersPod #LLM #Agents #GovernmentTech #Cursor #EnterpriseSaaS #YCRequestForStartups #Claude #OpenAI #Infra #FounderMemes #CreativeTech #VentureCapital #MemeStartups #ScholarAI