Sahil

@jaltma @rubenharris Dario thinking about acquiring Uncapped after Sam took OpenClaw and TBPN

Sam did the offer to buy Uncapped get lost in the mail?

I'm thinking @Chase is going to make a big play for startup banking and @mercury feels like a prime prospect (best in class UI/UX imo)

past two weeks @twifintech ➡️ @Plaid @tbpn ➡️ @OpenAI who's next?

AI will be doing everyone's taxes by next year

Apple app store link: apps.apple.com/us/app/polymar… Google Play store link: play.google.com/store/apps/det…

is @Polymarket ignoring their Android app or is the Google Play store not approving their latest releases? shipping multiple times a week on iOS but no Android update since December also, interesting to see them in the "Lifestyle" category on Android but "Finance" on iOS

@naval What are you building these days, Naval?

Vibe coding is more addictive than any video game ever made (if you know what you want to build).

@marcusdane_ @quichenpatel @ivanburazin Bookmarked!

@sahildotcom @quichenpatel @ivanburazin Yes, Rollups.com :)

Most founders set their angel round minimum at $5k, $10k, or even $25k to reduce cap table bloat. We set ours at $1,000. Seemed crazy to everyone at first. But it made a lot of sense. 1/ Made it easy for younger operators, early-stage founders, and people who believed in us but couldn't write huge checks to participate 2/ With a lower barrier, commitments came in faster. Seeing 5 new investors commit in a week builds psychological momentum 3/ 100 angels advocating for you >> 10 angels. More voices in more rooms. More intros to customers, hires, and future investors 4/ When investors on the fence saw dozens of names on the list, FOMO naturally kicked in

@ivanburazin @marcusdane_ @quichenpatel 🔥

@marcusdane_ @sahildotcom @quichenpatel Used these guys!

@geoffreywoo @proxy_vector Every VC is fixated on proprietary data right now.. you guys are mentioning the right take. Like how much propriety data will exist with every new startup?! Agreed on distribution + workflow lock-in being key

this is the take synthetic data is about to obliterate most "proprietary dataset" companies. gpt-5 generating perfect financial data, legal precedents, whatever - your curated dataset becomes worthless overnight the only companies that survive are the ones where switching costs are psychologically painful. not technically painful - users will suffer through bad UX for better models. but when logging into a different system breaks 6 months of muscle memory and established workflows, thats when they stay put distribution isnt just having users. its rewiring their daily habits so completely that your product becomes invisible infrastructure. they dont think "im using X tool", they think "im doing my job" thats why vertical saas with deep workflow integration >>> horizontal ai tools with better benchmarks

every ai company raising on "we have better accuracy" is fucked accuracy doesn't matter when gpt-5 drops the only moat is proprietary data that cant be replicated

@ajhodls Creates alignment

seriously what does the COO of a SaaS app with 3 employees do

@dylan522p Incredible 👏

Can I short myself?

@quichenpatel @ivanburazin Is there a preferred platform you’ve used or have seen used for this? I think Angel List is one?

@ivanburazin Love it - you can also put them in a no fee SPV to keep the cap table simple too!

@ivanburazin Did you use an SPV or just added every angel directly to the cap table?

@NickPreszler do you have a favorite from the consumer focused terminals that exist today?

Two types of prediction market terminals will be successful: 1. Consumer focused, presenting markets in a fun, gamified way. (Low volume per user, many users) 2. Trader focused, optimizing execution and giving the best tooling natively in the terminal (Few users, high volume per user) The first is easier for a new app to break into. New, creative ideas will win out, which can come from anywhere. The app may be able to charge a seperate fee on top of the pm platform's fee because users will use the app for fun and are less price sensitive. (Robinhood, Fomo) The second is most likely to come from an existing trading platform, or a team with a background in trade execution. The winner in this category will monetize off builder codes, taking no additional fees over what the platform natively charges, and integrates new features at no/low additional cost to users. (IBKR, Axiom)

now, totally different energy if you hear: "We're in for $500K. Let me introduce you to a couple firms who'd be a strong fit to lead."

Investor: "this is interesting - let us know when you have a lead in place." First-time founder: "They're interested! Let me go find a lead and circle back. They're definitely going to invest!" Repeat founder: "this is clearly not a high-conviction investor"

@garrytan What is the age distribution from the latest batch or the upcoming spring batch?

Actually now age matters less than ever The only thing that matters is your velocity at which you can create things now

@eightyhi Easily the sharpest 13 year old I’ve ever listened to - great pod by all three of you guys

can’t wait to see what high school brings

@TimDraper @semil @DraperVC Neat

Draper Associates (@DraperVC) company just replicated every YC startup in the latest batch using agentic founders. Incredible.