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And what about in the private markets? YCs entire recent cohort was AI alongside many of the “top” firms.
by bix6 1y ago
And what about in the private markets? YCs entire recent cohort was AI alongside many of the “top” firms.
- bluGill 1y agoI'm not 100% sure how YC works, but generally places like that are invested in by people who use it as the risk portion of the portfolio. So you while YC might be 100% in AI, the people behind YC or only 5% in and so it works out. If you have 100% in any company then you are diversified and need to fix your portfolio. It is generally best for a company to specialize in something they do well. It is possible that YC has picked winners because their specialize in this, and thus even though the AI bubble collapses they are okay. Who knows - but this is something specialists can do in some cases