Equity

From YC to IPO: Winter 2024 Demo Day, Rubrik and Ibotta

Apr 5, 2024
The hosts dive into the buzz from Y Combinator's latest demo day, showcasing innovative startups like Seso, which merges fintech with agriculture. They discuss a new fund aimed at supporting the autism community, raising $60 million to tackle workforce challenges. The conversation shifts to the gig economy, focusing on flexible job opportunities for students in the AI space. Wrapping up, they analyze the potential impact of upcoming IPOs from Rubrik and Ibotta, signaling a pivotal moment for unicorns in today's evolving market.
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ANECDOTE

Dedication to Understanding Farmers

  • Seso founder Michael showed dedication by working alongside farmers at 4 a.m. in freezing conditions.
  • This hands-on approach helped him understand the needs of his target customers, unlike other Silicon Valley entrepreneurs.
INSIGHT

AI Dominates YC Demo Day

  • AI dominated YC Demo Day, with over half the batch mentioning it, indicating a strong trend.
  • Several companies focused on niche AI applications like dental office automation and presentation tools.
INSIGHT

Crypto's Absence from YC

  • Crypto was notably absent from YC Demo Day, despite recent VC interest in the space.
  • This contrasts with YC's request for stablecoin finance startups, suggesting future inclusion.
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