Track what YC is funding in AI
TinySet builds a dataset of the AI companies in YC's latest batch. TinyResearch finds the themes behind them.
TinySet
Dataset · 153 rowsAI companies in Y Combinator's latest batch (Fall 2026), with what they build, category and website
| Company name | What they build | Category | Is AI |
|---|---|---|---|
| Acyclic Labs | Agent swarms that make long-running tasks exponentially faster | Infrastructure | Yes |
| Adside.ai | AI agency that manages paid ads on Meta, Google, LinkedIn, etc. — a swarm of agents that runs, monitors and improves ad campaigns. | Marketing | Yes |
| Agent 37 | Persistent sandboxes for agents like hermes, openclaw, claude code | Infrastructure | Yes |
| Agent Relay | Let your teams' coding agents message each other | Engineering, Product and Design | Yes |
| Ageospatial | Physical intelligence for every decision with Geospatial AI — helps insurers value risk on physical assets remotely using satellite imagery. | Insurance | Yes |
| Aikido Technologies | Clean marine AI datacenters — GW-scale offshore datacenters powered by wind and cooled by the ocean, serving training and inference markets. | Energy | Yes |
| Altair Health | Stripe for medical billing | Healthcare Services | Yes |
| antimattr | voice-first hardware interface for human-agent interaction | Consumer Electronics | Yes |
TinyResearch
ReportWhat is YC betting on in AI right now? Look at this batch and what themes stand out.
YC has made its most aggressive, explicit pivot in its two-decade history. AI is no longer a theme within batches — it is the substrate. Roughly 95% of the Spring 2026 batch touched AI, and across 2026 batches approximately 60% of companies are explicitly AI-focused, up from ~40% in 2024. The directional shift visible in the Fall 2026 Request for Startups (RFS) — 13 categories, framed as "AI moving into the physical world" — is the clearest signal of where YC is placing chips next: physical infrastructure, defense, human-AI collaboration frameworks, and the "ownership" of intelligence rather than renting it. The December 2 Demo Day will reveal the F26 cohort fully, but early company data and the RFS together paint a sharp strategic picture right now.
