Matt Asir 🇺🇸

The replies are illuminating. People are so afraid of what’s about to happen to the world that they convince themselves it’s not true so they can justify continuing on as if nothing’s changed.

it's a great day to be alive (and to not be selling yet another legal word plug-in)

"If you have agents that can do entire swaths of legal work, then the best thing you should do is start a law firm. Because you're selling work to clients, not merely fractions of work or helping lawyers along. We're able to do end-to-end work in a way that if you're just selling a legal copilot, I think you're going to face a lot of competition just from the models with no customization." - Crosby CEO @ryanjdaniels on @tbpn with @jordihays & @johncoogan announcing our $60M Series B led by @Lux_Capital & @IndexVentures

Hot take. Valuations at YC this batch were the most undervalued of any YC batch before.

Dm!

YC Demo Day for W26 is in full swing The craziest stat: 3X more companies in this batch reached $1M annualized revenue than W25 Also crazy: the fastest revenue growth rate of YC history at 14% week on week growth *on average* across the whole set of nearly 200 startups

@valmianski @signulll Can confirm

@signulll At least 3 companies in YC w26

i know everyone is building ai software but is there anyone opening up an ai native law firm? like built from the ground up, every service, every area is a person or two empowered by custom built software.

Very true

Every ai startup about to update their landing page

call it Apple Pi

@ycombinator @mangomedicalinc @thegadak @padilla_peres Congrats on the launch guys!

Mango Medical (@mangomedicalinc) turns X-rays and CT scans into a complete orthopedic surgical plan in seconds, instead of days. Congrats on the launch, @thegadak and @padilla_peres! ycombinator.com/launches/PgQ-m…

@PamirEhsas @ArclineLegal My favorite team in this batch!

When @ArclineLegal was an idea, the first person I called was Stefan - to be my cofounder. He said no. We'd known each other 10 years. I got offended. I asked again. He said no again. Stefan was a Fulbright scholar at MIT, spent a decade building AI/ML applications, and built tech with 120M+ monthly users. More importantly: relentless work ethic, analytical mind, and a man of integrity. I knew I had to convince him that disrupting the legal industry was the biggest opportunity of our lives. It took months, early customers, and first investments, before Stefan agreed to become my cofounder. This has been my single most valuable achievement as a CEO. When things are going well, he's my harshest critic. When things look dark, he's my biggest champion. We've even once stared at each other with no runway and living off credit cards with no clear solution ahead. Hard times are when great cofounders matter most, and Stefan stood by our vision and never gave up. YC badge behind us, growth into 3 continents, and a blue ocean ripe for disruption. There's nothing stopping us now, Stefan:)

⚡ Vesting LIVE → Legal OS - AI Powered Law Firm for Complex Work Visas twitter.com/i/broadcasts/1…

Tbf Descartes would’ve agreed with this

@ishandeveloper lmaooo doing the exact same thing now

guess it’s time for bed

@brycent THANK YOU! I miss FL!

Gas in SF is $5.45 a gallon!? Ya might as well buy a damn horse 🥴

One of the often slept-upon benefits of attending the University of Chicago is that they make you read Marx as part of the core curriculum, which is why this article gave me flashbacks of taking SOSC 114 as a freshman. Marx, writing during the Industrial Revolution, predicted capitalism would periodically devour itself: firms replace labor with machinery to boost profits, but competition diffuses the technology, drives prices to marginal cost, and the gains get competed away. Meanwhile, displaced workers lose purchasing power, hollowing out the demand the whole system depends on. Production rises but no one can afford to buy what's produced - the contradiction between production and realization. Citrini's piece describes this exact dynamic, then declares there's "no natural brake." It's the most Marxist piece of financial analysis written in years, and makes the same errors Marx did. Schumpeter offered the obvious rebuttal 80 years ago: creative destruction doesn't just destroy, it creates industries we can't yet conceive of. Everyone in the replies is already making this point, and I think they're right. But the sharper rebuttal is Hayek's: prices are the brake Citrini says doesn't exist. Who funds $200bn / qtr in AI capex when equities are down 38%, private credit marks are in the 50s, and consumer demand has collapsed? Cost of capital rises. Incremental build-out becomes uneconomical. Capital gets destroyed and reallocated. Citrini also unknowingly describes Marx's proletarianization of the petite bourgeoisie: the $180k PM driving Uber is textbook. But the article claims this collapses consumer demand, and that's where it breaks. The top decile drives 50%+ of spending and their wealth is in equities, not W-2 income; they're long the hyperscalers posting records in Citrini's own model. Blue collar is insulated because AI replaces cognitive labor, not physical. The professional middle class gets crushed, but aggregate demand doesn't. The spending class IS the capital-owning class. The K-shaped recovery they fear actually stabilizes the demand base they say is collapsing. In the stable aggregate demand, the petit bourgeoisie finds ways to reinvent itself. I think the Citrini piece is excellent and worth reading. But history has repeatedly shown that periods of transformative productivity gains ultimately accrue to the consumer through lower prices, more leisure, and higher quality of life. Marx's error wasn't diagnosing the disruption, it was underestimating the system's ability to adapt.

@Selinaliyy Was just saying the exact same thing 😂

went in to YC today for group office hours and saw people heading in interviews for the next batch HANG ON PPL DIDNT WE JUST GET HERE 😱😱😱Sending all my luck to them tho 🙏

On it!

Around this time of the @ycombinator W26 batch founders are starting to feel real lift-off. Demo's are now on 🔥. Contracts are signed. The planes are leaving the ground.