Gabriel Jarrosson’s Post

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VC @ Lobster Capital 🦞🧢 | Founder with 3 exits | Investing in the top 2% of YC startups

The other week at Demo Day, I met a founder from YC's 2005 batch. His cohort had just eight companies! In 2020-2022, YC was accepting upwards of 400 companies, largely driven by international expansion into India and Latin America. Now in Fall '24, we've seen a deliberate reset to 93 companies. The batch composition reflects the specialties of YC partners more clearly too. Diana Hu, Dalton Caldwell, and Jared Friedman's presence helped drive 24 developer tool companies in the cohort. Meanwhile, the absence of some partners also is reflected e.g. Surbhi Sarna, who focuses on biotech, was reflected in fewer biotech startups. Closer partner-batch alignment enables more specialised mentorship and targeted growth strategies. This may correlate with exceptional performance... This was the first batch in YC's 19-year history to achieve 3X average revenue growth during the program.

Raviv Sapir

Venture Capital Investor

2mo

Interesting perspective! I wonder if the total annual number of companies is going to decrease as well, or they will just split the total number of companies into 4 batches, instead of into 2. I still think the classes should be even smaller

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