Tremendous

An angel investor's take on life and business

We just had YC Demo Day. But 57 companies in YC F26 have already launched! Here are my 3 favorites so far, from robots for data centers to Duolingo for social skills …

Lambda Robotics — Robots to Run Data Centers

I recently went past one of the world’s largest data centers near Port Washington, Wisconsin. It’s the biggest construction project I’ve ever seen.

You keep driving and driving, and the site just goes on and on. Hudson Yards was tiny compared to this.

To build and maintain these massive data centers, you need tons of labor. That skilled labor is in short supply. 

Lambda is building robots to help build and maintain AI data centers. This company should have a huge tailwind from enormous AI capex. 

Micora — Solar Farms in a Box

Utility-scale solar is one of the cheapest forms of energy. But setting up a solar farm is a ton of work. You need skilled workers that are in short supply. 

Micora solves that by giving you a solar farm in a box. You can ship it anywhere in the world and get it up and running without skilled workers.

Put this together with some batteries, and you could have power for a data center faster than any other method. 

Micora will also be wonderful for developing countries. They could open up a few Micora boxes, put them together using unskilled laborers, and have all the power they need. 

Quippy — Duolingo for Social Skills

I was at a restaurant recently with my mom. When I saw what the table next to us was doing, my jaw dropped.

A whole family, two parents and two children — all on their phones.

“Talk to each other, for heaven’s sake!” I almost hollered.

We have terrible social skills these days. 

Part of it is being locked up for years during COVID. Part of it is staring at phones all day. 

Quippy helps people improve their social skills by practicing real situations. 

Nervous about a first date? Quippy can roleplay with you. 

As each generation integrates more and more with technology, we’re losing our ability to relate to each other.

I hope Quippy can reverse that. 

Wrap-Up

I like this batch because it’s not just a bunch of AI agents. There are companies in every area, from robots to consumer. 

We’re just getting started with the F26 batch. Another 150-200 companies will launch in the next couple of months!

Which YC F26 company are you most excited about? 

More from the blog:

Request for Startups: Removable Brain-Computer Interfaces, Chatroulette for Pets, and Doggie MRI’s

I’ve Seen Thousands of Founder Pitches. These 5 Mistakes Keep Showing Up.

Fundraising Friction is Killing Your Round – Here’s How to Remove It

Save Money on Stuff I Use:

Fundrise

This platform lets me diversify my real estate investments so I’m not too exposed to any one market. I’ve invested since 2018 with great returns.

More on Fundrise in this post.

If you decide to invest in Fundrise, you can use this link to get $100 in free bonus shares!

Leave a comment